Broker Check

Events

Shred Day

Shred Day

Each spring after Tax Day, our office holds a Shred Day event for our clients, family, friends and guests!

It is one of our favorite days on the calendar each year and a great opportunity to come see the entire staff!

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Ice Cream Social

Ice Cream Social

Each fall we LOVE to treat our clients, friends and families to a night out at Putnam's Pantry for some ice cream sundaes!

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Annual Baron Investment Conference

Annual Baron Investment Conference

For over 30 years, Baron Capital has invited shareholders to its annual conference in New York City. 

Each year, we attend the conference with a group of clients holding Baron funds and enjoy capitvating keynote talks, live entertainment and so much more.

Registration for the 2026 conference will begin in August!

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Quarterly Webinars

Quarterly Webinars

Four times a year we invite our clients to the "Marc, Marion and Christian Show" - a quarterly webinar series where our team provides a market update and answers timely questions from clients. 

Our next webinar will be held on Thursday, July 16th!

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