About Us

Specialized Affiliates

Bartlett & Co.

Bartlett & Co. is the oldest existing registered investment advisory firm in the United States. The firm provides investment management services for: high net worth individuals and their families, foundations and endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.

Legg Mason Investment Counsel

Legg Mason Investment Counsel ("LMIC") is an investment counsel firm that employs a proprietary approach to provide truly tailored, unbiased investment and trust strategies for affluent individuals, families and institutions.

Legg Mason Global Asset Allocation

Legg Mason Global Asset Allocation manages multi-asset class, multi-manager products including Target Maturity Date funds, Lifestyle funds, and the Scholars Choice 529 college savings plan.

Private Capital Management

Private Capital Management has, since its founding in 1986, strived to achieve consistent capital appreciation for its investors through a value-oriented investment approach grounded in focus and consistency. The foundation of the firm’s performance is a comprehensive and highly disciplined investment strategy that capitalizes on its expertise in identifying a company’s hidden or undiscovered value through intensive, proprietary research.