We trace our roots back to the Great Depression and the Dust Bowl. Our founder, Jonathan Bell Lovelace, was an investing pioneer whose emphasis on fundamental research continues to guide us. Through periods of prosperity and uncertainty, market bubbles and declines, we’ve always put investors first. We believe a financial goal is more than just a number. It may represent a comfortable retirement for the people you serve. To help your clients go from ‘dreaming to doing’, we have four core beliefs that are central to their investing success.
