Theodore J. Vogt, Managing Director, CIO and Carol A. Dehen, Managing Director
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, research reports and fast, easy access to market performance data. In addition, you will find information about us and our firm as well as a link to view your accounts on-line via our AccountView system.
Our goal is to continually update you about the markets, the economy and what is new in the world of portfolio management. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and wouldn’t want you to miss any developments in the area of personal finance.
If you are already a client, thank you for your friendship and your business. If you are considering our firm to assist you with your financial needs, please do not hesitate to contact us directly by phone or email as listed here on our website. We are happy to speak with you, at no charge, to see how we might be of assistance in meeting your personal financial goals.