Our Firm

We are an active investment manager dedicated to serving financial advisors, institutional investors, private wealth clients and RIAs with a broad range of equity and fixed income strategies. We combine deep expertise with a hands-on approach to navigating markets, and our commitment to superior client service and disciplined investment management has helped us build lasting partnerships.

Hear more from our Founder-Chairman Harold Kotler and co-CEOs, Tom Powers and Bill Roberts, about who we are and what we do in this video.

About Our Firm

Latest Updates

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Wealth Insights

6 Charitable Giving Strategies For 2025

Charitable giving provides a wealth of benefits, including the opportunity to reinforce family unity and legacy. Wealth Strategist Melissa Jacoby compares some of the options for giving, and their estate plan impacts.

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Macro

Israel’s Iran Strike Challenges Markets

When Israel launched surprise airstrikes on Iranian nuclear and military targets on June 13, global markets responded with a familiar playbook, but with a stagflationary twist that concerns investors.

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Taxable Bond

Taxable Monthly Update May 2025

Our Taxable Bond Team shares how key market developments in April 2025 are influencing their portfolio positioning, sector allocation, and outlook.

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Municipal Bond

Municipal Monthly Update May 2025

Municipals outperformed Treasuries, reversing April's relative underperformance. Historically attractive yields brought investors off the sidelines, helping the market overcome a weaker technical environment.

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Macro

The Great Rotation: Why International Diversification May Finally Pay Off

Historical patterns show international equities outperform US markets during dollar decline cycles, with currency translation effects amplifying returns for American investors.

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Taxable Bond

Advantages of High Yield Bond Investing

High yield bonds can offer an attractive balance of income and capital appreciation opportunity — especially when backed by experienced and disciplined active management.

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Alec DeWitt Karl Kyriss Harold Kotler David J. Rouse Bill Roberts
Marty Tourigny Dylan M. Conneely Kristin Chisholm Lewis Collins Charlie-Kace Leigh Williamson
Jeff Simmons Headshot Daniel Miller Headshot Melissa F. Jacoby, Esq. Daniel J. Fasciano, CFA, CMT, CAIA Robert P. Shea, CFA Robert F. Van Note
Michael S. Baryski Julie Sacchiero Headshot matt bucci Michael Clare

A people-focused firm

Meet the Team
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