Our goal is to continue to build a successful "boutique" investment advisory firm with a manageable, select number of account relationships. Thus, the bulk of our time is focused on the investment management process and providing outstanding client service. We want to develop close, personal and long-term relationships with our clients. These include small-to-medium sized pension and
Our equity strategy is best described as "GARP", or growth investing at a reasonable price. Relative and absolute valuation disciplines are applied to specific companies, sectors and industries in the stock selection process.
The firm manages equity-only, balanced and fixed income-only portfolios for taxable and tax-exempt clients. Our equity style is best described as "GARP", or growth investing at a reasonable price. Relative and absolute valuation disciplines are applied to specific companies
Located in the Heart of Cherry Creek North
55 MADISON STREET
SUITE 680
DENVER, COLORADO 80206
(720) 763-9066
Grant C. Davis
Managing Member 27 years of financial analysis and investment management experience serves as a partner, portfolio manager and equity research analyst member of the Denver Society of Security Analysts
Lee W. (Skip) Dines, Jr.
Member 23 years of investment management experience serves as a partner, portfolio manager, trader and fixed-income analyst member of the Denver Society of Security Analysts