Overview

We are structured as a Multi-Family office and are looking to expand and grow our business. We build bespoke portfolios for our clients and the approach is generally capital appreciation oriented utilizing a mixture of mutual funds, separately managed accounts, ETFs and individual equity and fixed income securities. A client centric approach is at the foundation of what we do through an offering of both wealth management and private banking solutions. We are seeking to find other groups with a similar orientation and client base who would benefit from the platform of capabilities that we have built.

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