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Individual Investors

1940 Act Mutual Fund
1.833.517.1010

Separately Managed Accounts
703.544.2300

Institutional
Investors/Consultants

Bryan Leibrand, CIMA
301.412.4536

[email protected]

RIA/Financial Intermediaries

Steve Wine, CFA
401.314.0426

[email protected]

1199 North Fairfax Street, Suite 801
Alexandria, VA 22314

Phone: 703.544.2300

Email: [email protected]

General Inquiries

The Benefits of Our Location in Alexandria, VA

  • Convenient to National Airport We are less than 5 minutes from Reagan National airport, so our office is extremely convenient for clients, consultants, and partners to drop in. It would be an honor to host you.
  • Close to Knowledge Hubs Alexandria is the central headquarters for many major industry associations, affording us access to industry knowledge, local events, and conferences.
  • Right Across the River from the Nation’s Capital Federal agencies, such as the FDA, provide public meetings on policy issues and regulations affecting many of the industries we follow. These are deeply technical meetings and, thus, powerful educational opportunities to learn about regulatory changes and new technologies.
  • Enables Independent Thinking Being outside of the major financial centers can be beneficial, by encouraging an independent mindset and enabling a process removed from conventional thinking.