We provide customized, tailored investment management services to an array of clientele including:
- Ultra-High Net Worth Individuals
- High Net Worth Individuals (HNWIs)
- High Earners, Not Rich Yet (HENRYs)
- Charities, religious institutions, etc.
- Small and mid-size businesses
- And many more…
We follow a unique, proprietary, high-quality investment approach to help our clients reach their wealth target goals. According to each client’s risk profile, we will construct an investment portfolio and investment policy that matches the client’s time horizon and risk tolerance. According to the agreed upon investment approach, we will pursue investments in a broad range of options:
- Equities
- Corporate bonds
- US Treasuries
- Mutual funds
- Exchange-traded funds (ETFs)
- Alternative investments (Private Equity, Hedge Funds, Real Estate, etc.)
- Art and collectibles
We utilize multiple umbrellas under which to deploy our chosen invested securities, including brokerage accounts, retirement accounts (401k, 403b, IRA, Roth IRA), annuities, and education accounts (529s).