Executing on our vision to create value for people through an
Incomparable passion for excellence in investing
We are a privately held holding company and boutique asset management firm that creates value for people through investing in enterprise and philanthropy. We operate with:
A clear and proven investment philosophy
An established and disciplined process
An unwavering adherence to our mission and core values
A team of established independent investment professionals
Our Mission
We invest in enterprise, creating value for the markets, employees, communities, and shareholders served by the enterprise.
Our Values
We are guided by our values of acting with integrity and creating impact, with a focus on community and family.
Meet Our Team
Charles
Widger
Partner
Barbara
Widger
Founding Director, Widger Family Foundation
Ashley
Widger-Kaplow
Partner
Jonathan
Kaplow
Partner
Noreen
Beaman
Executive Coach
Phil
Green
Operating Partner
Michael

Lenge
Director of Operations
Ida
Figliuolo
Office Manager and Executive Assistant
Mike
Casel
Director of Investments
Michelle
Haines
Executive Assistant
Morgan
Petkovich
Sigelbaum
Executive Coach and Head of Talent & Executive Development
Bob
Radin
Executive Coach
Create Value for People
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