Firm Facts

  • Founded in 1990
  • Offices in Berwyn, PA and Hartford, CT
  • Employee-owned
  • 114 employees -- 58% are equity owners
  • Approximately $22.2 Billion under management
Assets as of September 30, 2008

Financial News

Citigroup weighs its options

Have past crises taught us anything?

Your tax breaks in the bailout bill

How to thrive when this bear dies

The bailout is turning into a fiasco

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