About Us

Specialized Affiliates

Barrett Associates

Barrett Associates is an investment counseling firm whose focus is to build wealth for clients through superior selection of stocks of high-quality companies, combined with the minimization of taxes and transaction expenses.

Bartlett & Co.

Bartlett & Co. is the oldest existing registered investment advisory firm in the United States. The firm provides investment management services for: high net worth individuals and their families, foundations and endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.

Legg Mason Investment Counsel & Trust Company

Legg Mason Investment Counsel ("LMIC") provides discretionary separate account investment management services for affluent individuals, families, trusts, foundations, endowments and institutions. LMIC manages equity, fixed income, and balanced portfolios and seeks to maximize performance while managing risk. Portfolio managers work directly with clients to tailor portfolios to meet their individual needs.

Legg Mason Global Asset Allocation

Legg Mason Global Asset Allocation manages multi-asset class, multi-manager products including Target Maturity Date funds, Lifestyle funds, and the Scholars Choice 529 college savings plan.