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UNIQUELY QUALIFIED TO SERVE YOUR NEEDS

We are a staff of unique talents, with a variety of financial, investment and business experiences. These combined experiences provide a perspective and knowledge of investing that, we believe, sets us apart as an investment team.

To this experience we add real involvement in research - "real" in that we truly know every company in which we invest and build our client's portfolios. In-depth research, combined with years of experience, enables us to offer our clients sound business decision and solid investment management.

  Years
With Firm
Years
With Industry
PORTFOLIO MANAGERS
Marilee K. Awe 9 12
L. Edward Knox, CFA 9 25
Jerry B. Love, CPA, CFP 7 35
Dorsey M. Martin, CMA, IACCP 18 18
Michael L. Mueller, CFA 19 29
Charles D. Wattles, CFA 12 25
AVERAGE YEARS 12 24

259 East Michigan Avenue, Suite 308 · Kalamazoo, MI 49007 · Phone: 269.349.0800 · Fax: 269.381.1615