Our Clients are Families, Family Offices, Foundations and Endowments
We serve as an outsourced Chief Investment Officer (CIO) for families, family offices, foundations and endowments. We provide wealth management services tailored to the unique needs of our clients.
For most of our clients, we oversee every aspect of a portfolio, which includes sourcing, analyzing, investing, monitoring and reporting. We serve as both CIO and trusted advisor. Through our established industry relationships, we gain access to market intelligence and alternative opportunities that provide us the ability to meet our clients’ individual objectives.
We are passionate advocates, coordinating with family members, estate attorneys, accountants and other trusted advisors to secure the best advice in every situation.