We strive to build meaningful and lasting relationships with our clients and to deliver exceptional service by understanding their needs and goals. We believe that our long-term philosophy is a valuable asset in a short-term world.
We utilize a core, high quality stock portfolio and add representation of small, emerging, international, and
fixed income components to achieve an appropriate asset allocation suited to each individual account. Our
goal is to maximize returns while minimizing volatility as suited to each client.
Years in Business
W. Patrick Dorn, Jr. – B.S. Presbyterian College; Northwestern Graduate Trust School, Chartered Financial Analyst designation; John H Moorman, Jr. – B.S. The Citadel; Gary G. Dannelly – B.A.Washington & Lee, Masters in Accounting The University of South Carolina; Margaret Ellen Pender – B.S. Presbyterian College; Carole Moser – B.A.The University of South Carolina
Our mission is to provide valuable and effective investment management service to our clients using both our skills and the leverage available to us from outside sources.
CFA Institute ; Columbia Estate Planning Council ; Executives Association of Greater Columbia
Find an advisor with whom you are comfortable and in whom you can place your trust.
Biggest Mistake People Make Relating to Your Type of Work
Becoming consumed by media frenzy and abandoning the disciplined approach required for successful investing. We work to distill the noise of abundant information into actionable ideas.
Laurel Crest Board, First Presbyterian session, SC Forestry Commission, Leadership Columbia, Growing Home Southeast Board, supporter of Camp Burnt Gin
Why Choose Us
Clients benefit from our 140 years of combined experience in the field and the aligned interests of a fiduciary environment, which means that the clients’ best interest is at the heart of every decision. Our longevity & reputation in the community paired with an independent business model assure clients that we can be relied upon to deliver quality, objective investment advice.