Our Services

Explore the different ways we can customize a financial service to your unique needs.

Private Wealth Management

Investment Management is the core of our services.

In investing, one size does not fit all. We address this lack of uniformity by constructing a unique portfolio for each client based on their individual position.

Our extensive experience developing individualized portfolios for high-net-worth individuals, family office groups, and multi-generational families sets us apart from other firms. We focus on cost-effective, after-tax results, recognizing that the only performance that matters is the kind a client actually receives.

We do not offer our own investment products, nor do we receive any third-party payments. This allows the freedom to provide independent advice. Our investment approach is of a long-term nature, and is informed by the academic research, discipline and diversification considerations often associated with the management style used by university endowments.

Maintaining a low family-to-advisor ratio ensures our clients an exceptionally high level of service.

What’s more, we help you understand the evidence behind it all, helping you feel confident in the decisions we make together to best safeguard your financial future.

Outsourced CIO

We help board members and trustees create legacies for their organizations.

We find the most effective way to serve large and complex families and foundations is to partner with—rather than replace—the team already in place.

For families, we collaborate with your existing team to provide a comprehensive service offering tailored to your family’s needs.

For foundations, we coordinate with the Foundation Board/Investment Committee and their financial auditors to create integrated and sustainable solutions.

This collaboration avoids costly oversights, and strengthens the asset management strategy as a whole.

We invite you to contact us for further discussion about how we can work with your team to meet your specific wealth management goals.

Financial Planning

We want you to sleep well knowing every facet of your financial life is covered.

We take a look at your total financial picture when creating your customized plan. With a focus on investment management, our team of CERTIFIED FINANCIAL PLANNER™ professionals address all aspects of a plan – from estate planning, tax strategy and risk management to retirement, education and charitable planning.

Contact us to help navigate your long-term plans.

Ultra-Affluent Practice

We bring simplicity, transparency, and lower costs to your investment solutions.

We offer specialized services for ultra-affluent clients. For more information, contact us.

Let’s discuss your unique situation

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.

Service 4: Retirement Solutions

We share your mission to help your retirement plan participants achieve their financial goals. It’s why we make a fiduciary promise to every client: we will act in your best interests, no matter what.

We believe that starts by implementing a fiduciary-based service model that focuses on helping plan sponsors and participants make smart, informed decisions to enhance participant outcomes with the upmost transparency.

If you would like to set an appointment to learn more about how we can evaluate and potentially improve upon your current 401(k) plan, please contact us.


Service 5: Business Valuation

Our value opinions are independent, objective and supportable. Contact us to help guide you through the valuation process.

Service 7: Institutional Services

We develop customized solutions to assist clients in balancing strategic priorities and day-to-day decision-making based on their distinct investment objectives and unique circumstances.

Services include investment management, fund performance reviews, investment committee oversight, investment and spending policy guidance, and fiduciary services. For more information, contact us.