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Overview

Extending your capabilities and performance

The success of our equity research, sales and trading efforts for institutional clients rests on our proven ability to provide a quality and differentiated research product communicated in a timely and effective manner, and proficiently execute orders through a combination of trading expertise and technology.

Our emphasis is high-quality, in depth analysis of small to mid-size companies with superior business attributes that are largely undiscovered and under-covered. Many are found in our own backyard, the Mid-Atlantic and Midwest Regions. However, our analysts have the independence to pursue the very best investment opportunities regardless of geography. Simply put, we view ourselves as a key resource: an extension of our clients' research and trading capabilities.

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View NMS Rule 605 & NMS Rule 606