Isthmus Partners, LLC, a Madison-based registered investment advisor serving institutions and families, has crossed the important three-year mark since its establishment as an independent firm. The Founding Partners are David A. Hackworthy, Chief Investment Officer and Portfolio Manager, Frank J. Gambino, CFA, Chief Equity Strategist and Portfolio Manager, Joel C. McNeil, CFP®, Director of Advisory Services and Portfolio Manager, and Victor E. Rodriguez, Chief Operating Officer.
This milestone was the culmination of several accomplishments since the firm launched on May 30, 2014:
· The firm has grown to over $525 million in assets under management.
· The firm has added three investment professionals to the team in 2016 and now has a staff of 13 associates.
· The firm’s Large Cap Core Equity and Small Cap Core Equity strategies have produced three-year results with the Small Cap Core Equity strategy outperforming its Russell 2000 benchmark.
Isthmus Partners provides investment management to institutions and individuals as well as wealth advisory services to individuals and families. The firm offers a dedicated research and investment team with a proven track record. “We continue to emphasize a straightforward philosophy in managing core equity portfolios; that is, we believe that owning high quality assets that are not fully appreciated by investors leads to excess returns over a market cycle,” said Gambino.
The firm also provides financial planning for individuals and families using today’s state of the art technology and a customized approach for each individual client. Said McNeil, “Our focus remains on retaining and growing our clientele over multiple generations by taking excellent care of them—period.”