Balanced
Equity
Market Neutral
Micro Cap
Small Cap
Mid Cap
Fixed Income
Operations / Administration
Investment Committee |  Research / Marketing |  Operations / Administration
 
Suzie Smith
Joined the firm in 1980 and serves as Treasurer and Senior Trader. As the primary trader, she is responsible for executing all security transactions for clients and works with many brokerage firms nationwide.

As Treasurer she is responsible for the oversight of our financial records and the processing of client management fees and accounts payable. She works closely with the firm's offsite CPA. She is involved with the daily operations of the firm.
Amy Broerman, CPA
Amy Broerman, CPA		 Suzie Smith
Suzie Smith		 Carole Coe
Carole Coe 		Annette M. Quinter, MBA
Annette M. Quinter, MBA
Kammie Boatwright
Kammie Boatwright
 
 
Download The Long-term Economic Report (.PDF 1.9 Mb)


James News

August 18, 2011
Market Volatility: What are we doing?

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July 29, 2011
Special Study - No American Default

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May 20, 2011
Special Study - How to Offset Inflation

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Jan 24, 2011
New Years Forecast - Dayton B2B Finance

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Jan 18, 2010
Topping Markets

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Jul 13, 2009
New Stimulus Won't Cure Economic Woes

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Dec 8, 2008
Rally at Hand

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