We are a high touch and experienced team of professionals that can help you transition your book of business and take care of your clients. If you have clients that you want to be well-served and taken care of after you exit the business, please keep reading.
We are partners in our clients lives. We work with a select group of clients that typically nave $1 million of investment assets. For these clients, our highly-credentialed team managers our clients financial lives, from daily details to long-term planning and overseeing large transactions.
We are investors, not traders. Our goal is see provide long-term capital appreciation. The cornerstone of our investment process is to find undervalued investments and monitor portfolio risk. We combined macro asset allocation analysis with fundamental and technical research to create a tailored investment strategy for each client.