In the late 19th and early 20th centuries, Chautauqua assemblies were a popular way for intellectual, political, cultural, and creative thinkers to share new ideas and deep knowledge. Away from the distractions of city life, subject-matter experts were able to delve deeply into their pursuits and connect with other intellectuals. U. S. President Theodore Roosevelt said that Chautauqua was “the most American thing in America.”

The tradition of Chautauqua inspires our firm’s intellectual curiosity and collaborative approach. It also motivates us to provide “old fashioned” client service. From our offices in Boulder, Colorado, we have access to best-in-class technology and communication, and an ability to confer with thought leaders in a broad array of topic areas. Moreover, our location enables us to maintain a geographic distance from the countervailing distractions of crowded financial districts while maintaining thorough research capabilities. We believe that our team, our insight, our location, and our professional culture provide us with unique advantages which enhance our firm’s ability to generate superior long-term investment performance.