Our Clients
INSTITUTIONS & CONSULTANTS
We help board members and trustees create legacies for their organizations.
We work directly with organizations and their staffs, investment committees, actuaries, record-keepers and consultants to understand their unique objectives. We believe this is the best way, perhaps the only way, to make sure your organization’s investments fully support its mission and goals, while keeping costs low and maintaining total transparency.
INDIVIDUALS & FAMILIES
The value we bring to our clients goes well beyond choosing and managing the right investments. We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Acting as your independent fiduciary portfolio manager, we have a client-centric, client-first mindset. We sit on your side of the table.
FINANCIAL INTERMEDIARIES
We bring simplicity, transparency, and lower costs to your investment solutions.
As an independent investment firm, we are able to partner with a select set of investment platforms and financial advisors to offer our investment solutions to their clients. We “package” our investment management, client service and strategic advisory offerings as a true wealth solution, tailored to your clients’ needs.
Our Clients
INSTITUTIONS & CONSULTANTS
We work directly with organizations, investment committees, actuaries and consultants to understand their unique objectives. We believe this is the best way, perhaps the only way, to make sure your organization’s investments fully support its mission and goals, while keeping costs low and maintaining total transparency.
INDIVIDUALS & FAMILIES
FINANCIAL INTERMEDIARIES
As an independent investment firm, we are able to partner with a select set of investment platforms and financial advisors to offer our investment solutions to their clients. We “package” our investment management, client service and strategic advisory offerings as a true wealth solution, tailored to your clients’ needs.
Our Services
WEALTH MANAGEMENT
This is a short description of the service. The styling has been meticulously set to fit the aesthetics of the theme, providing a relaxing reading experience.
BUSINESS VALUATION
This is a short description of the service. The styling has been meticulously set to fit the aesthetics of the theme, providing a relaxing reading experience.
Twitter Widget
FAMILY OFFICE PRACTICE
This is a short description of the service. The styling has been meticulously set to fit the aesthetics of the theme, providing a relaxing reading experience.
RETIREMENT SOLUTIONS
This is a short description of the service. The styling has been meticulously set to fit the aesthetics of the theme, providing a relaxing reading experience.
Instagram Widget
FINANCIAL PLANNING
This is a short description of the service. The styling has been meticulously set to fit the aesthetics of the theme, providing a relaxing reading experience.
OUTSIDE INVESTMENT OFFICER
This is a short description of the service. The styling has been meticulously set to fit the aesthetics of the theme, providing a relaxing reading experience.
Superior Support
A Better Investment Experience
We leverage real-world data
Our investment decisions are based on valid data, reliable intelligence and the research of Nobel laureates and expert economists.
We base decisions on data, not instinct
We emphasize tax efficiency
We have years of experience selecting tax-efficient asset classes, and we judge your success — and our performance — on after-tax earnings.
A tax-efficient focus can have a significant impact
We emphasize tax efficiency
We have years of experience selecting tax-efficient asset classes, and we judge your success — and our performance — on after-tax earnings.
A tax-efficient focus can have a significant impact
We sit on your side of the table
With a fiduciary responsibility to the client only, we are duty-bound to provide the highest standard of care defined by law. This ensures your interests always are first.
We take our role as trusted advisor seriously
LEARN MORE ABOUT OUR PHILOSOPHIES AND STRATEGIES
Why our clients choose us
HOW WE DO IT:
We make it custom
We design a unique solution customized to fit the distinct financial legacy you want to create.
There’s only one you.
HOW WE DO IT:
We make it personal
We maintain a low family-to-advisor ratio that allows us to provide you with an exceptionally high level of personal service and attention.
We know what’s important to you.
Ready to discuss your financial legacy?
We are a boutique firm and we pride ourselves on getting to know every client personally. Contact us to schedule a consultation where we can discuss your unique situation, what’s important to you, and how you would like to establish your financial legacy.