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Our Services

• Discretionary Asset Management
• Equity and Fixed Income Investments
• Family Office Services

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Our Principals and Founders

• John S. McFarland – Principal
• R. Van Ogden – Principal
• Jeffrey W. Helfrich – Principal
• Fred M. Penn – Founder
• John H. Davis – Founder

Contact Us

Office: 214-871-2772
or toll free at 877-394-3612
Fax: 214-953-0718