We are an independent Registered Investment Advisor based in Cleveland, Ohio.

We are long-term, value-based investors who perform fundamental research on publicly traded securities. We actively manage two investment strategies, our SMID Cap Portfolio and our Income Portfolio, as well as offer customized portfolio advisory services to individuals and institutional clients. For further information pertaining to the services we offer, you can read the investor letters and tear sheets pertaining to that strategy or feel free to contact us directly.

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