TOTAL MANAGED ASSETS AS OF:
08/31/2010:  $388,082,645
12/31/2009:  $316,632,401
12/31/2008:  $207,865,909
12/31/2007:  $211,606,114
12/31/2006:  $196,192,235
IN BUSINESS SINCE:  1972
NUMBER OF EMPLOYEES:  15
AVG. EMPLOYEE PROF. EXPER.:  13 y.
AVG. PORTFOLIO MGR. EXPER.:  15 y.
MIN. ACCOUNT SIZE:  $400,000