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INDEPENDENT ASSET MANAGEMENT
BASED ON WHAT'S BEST FOR YOU

In the investment world, the word “fiduciary” has a particular meaning and only certain advisors pledge to uphold its requirements. Simply put, it means we place our clients’ best interests before our own, and are held to the highest standards of ethics and professionalism. We have no affiliations with banks, brokers, or financial products
that could divide our loyalties.

Since our founding in 1970, we have followed the fiduciary model and have held competency, integrity, and transparency as our core values. Our team is highly skilled with advanced degrees and deep expertise in the fields of finance, business, accounting, and law. We believe our broad expertise and collaborative thinking result in better investment decisions and more meaningful solutions to a wide-range of our clients’ needs.

A TIMELINE HISTORY OF OUR FIRM

1970

The firm is founded by Lee Butler. Lee had worked for many years in the trust department of a large bank, managing and administering families’ assets across generations. He recognized the need for independence from banks, brokers, and financial products if he was going to serve as fiduciary advisor acting in the clients’ best interests.

1980
1982
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1998
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2008
2012
2015
2016
2018
Independence &
Objectivity

Investment decisions and financial advice based on unbiased research and objective
analysis, deep experience and expertise, and unwavering devotion to the best interests of clients.

Teamwork &
Collaboration

Dedicated professionals with diverse skills and intellectual capital, working collaboratively to solve your problems and help you achieve your goals.

Accessible &
Relationship Driven

A team committed to developing lifelong relationships with clients that go well beyond the numbers, a team who listens, responds promptly, and cares deeply about you and what matters to you.

Passion &
Discipline

Passionate about helping our clients achieve their financial objectives and lifestyle, business, or organizational goals. Process-driven and reliable in our execution.