Business Details
35 Years
experience
Your Trusted Partner for Financial Advisory Services in Mandeville, LA
Founded in 1991, we are a privately-held independent investment advisor dedicated to delivering exceptional portfolio management services. Our expertise spans fixed income, strategic dividend equity, and customized investment strategies for institutional and individual clients. With over $1.6 billion in assets under management, we prioritize client relationships through a disciplined investment philosophy focused on stability, tax efficiency, and long-term growth. Our team of seasoned professionals leverages advanced technology and a collaborative approach to portfolio management, ensuring tailored solutions aligned with client objectives.Recognized for our commitment to excellence, we serve public pension funds, foundations, endowments, insurance companies, and high-net-worth individuals across the southeastern United States. Our SEC registration since inception underscores our adherence to rigorous regulatory standards, while our affiliation with Argent Financial Group since 2024 enhances our operational strength. We maintain offices in Mandeville and Metairie, Louisiana, supporting clients through personalized service and transparent communication.
Services
Fixed Income Management
Strategic Dividend Equity
Insurance Funds
Portfolio Management
Municipal Bond Management
Asset Allocation
Risk Management
Tax-Exempt Strategies
Customized Investment Plans
Retirement Planning
Details
- Year established: 1991
Highlights and features
- We offer 33 years of specialized expertise in institutional investment management.
- Our team approach combines fixed income and equity disciplines for comprehensive portfolio solutions.
- We maintain SEC registration and compliance with rigorous regulatory standards.
- Our $1.6 billion AUM demonstrates proven success in managing institutional and private client assets.
- We provide customized strategies tailored to client-specific risk tolerance and financial goals.
Associations and certifications
- SEC Registered Investment Advisor
Services
Fixed Income Management
Our fixed income strategy focuses on creating stable, diversified portfolios through corporate and mortgage sector overweighting. We employ a team-based approach to security selection, leveraging sophisticated modeling tools to optimize portfolio structure while maintaining benchmark alignment. This service caters to institutional clients seeking predictable cash flow and capital preservation through tax-exempt or taxable bond strategies.
Strategic Dividend Equity
This equity strategy emphasizes high-quality large-cap stocks with proven dividend histories. Combining top-down sector analysis with bottom-up stock selection across all 11 S&P 500 sectors, we create diversified portfolios focused on capital appreciation and income generation. The approach targets long-term growth while minimizing downside risk through fundamental analysis of company fundamentals and cash flow stability.
Insurance Funds
We provide specialized asset-liability management for insurance companies, focusing on cash flow optimization and regulatory compliance. Our services include investment policy formulation, risk-based capital analysis, and liquidity management to meet underwriting obligations. The strategy balances regulatory requirements with return objectives through customized portfolio construction and agency coordination.
Portfolio Management
Offering fully discretionary management for individuals, trusts, and retirement plans, we create customized portfolios using our institutional strategies. Our approach integrates tax efficiency, asset diversification, and client-specific objectives while maintaining coordination with external tax and legal advisors. Services include IRA and 401(k) management with tailored risk profiles for high-net-worth clients.
Municipal Bond Management
Our municipal bond strategy constructs laddered portfolios of high-quality tax-exempt securities to generate stable income. Focused on asset preservation and enhanced yield, this service employs duration management and sector diversification to match client investment horizons. We emphasize credit quality and liquidity management while optimizing after-tax returns for institutional and individual investors.
People
Emily C. Becker
President and Chief Investment Officer
Senior portfolio manager with 30+ years of experience in institutional investment management. Specializes in public pension funds and fixed income strategies. Holds economics degree from Baylor University and serves on Louisiana Tennis Association board.
Rodney J. Abele
Senior Portfolio Manager
CFA charterholder with 40+ years in investment management. Former regional bank executive. Specializes in high-net-worth client portfolios. MBA from Tulane University and active in religious foundation leadership.
James Story
Senior Portfolio Manager
Fixed income specialist with 20+ years of experience at major firms including J.P. Morgan and Guggenheim. CFA charterholder with economics/finance degree from University of Tennessee-Martin. Focuses on corporate and mortgage sector strategies.
Nina W. English
Chief Compliance Officer
Attorney with commercial litigation background. Former partner at Gordon Arata McCollam law firm. Oversees compliance and regulatory matters. Serves on Sacred Heart Academy board and Girls on the Run organization.
Matthew Kimbrough
Portfolio Manager
Manages fixed income portfolios across the southeast. Former Head of Research at Savy Investor. MBA from HEC Paris with dual degree in Mathematics and Philosophy from Washington and Lee University. Focuses on corporate credit and municipal bonds.
Questions
What types of clients do you serve?
We work with public pension funds, foundations, endowments, insurance companies, and high-net-worth individuals seeking customized investment solutions.
What investment strategies do you offer?
Our core strategies include fixed income management, strategic dividend equity, municipal bond portfolios, and customized wealth planning solutions.
How do you approach risk management?
We use diversified sector allocation, duration management, and fundamental analysis to balance risk and return across all investment strategies.
Are you SEC registered?
Yes, we have maintained SEC registration as an investment advisor since August 21, 1991.
How are portfolios structured for individual clients?
We create separately managed accounts using our institutional strategies, tailored to each client's objectives, risk tolerance, and tax situation.
What is your investment philosophy?
We focus on long-term capital preservation, tax efficiency, and consistent returns through disciplined security selection and strategic asset allocation.
