Our team's mission is to help our clients set and achieve their financial goals through a disciplined process, while delivering superior service.

Who we serve

Our clients are high-net-worth individuals and their families as well as Fiduciaries, Boards, Trustees and Top Management of for-profit and not-for-profit organizations.

Our passion

Our team's passion is to expertly care for the financial needs and concerns of our clients.  This allows our clients to focus their attention on matters directly related to the operational success of their companies or personal pursuits.

Guiding principles

Our clients enjoy peace of mind knowing that they are being assisted with managing their investment fiduciary responsibilities by our team.  Following our guiding principles, we:

  • Manage investment and information risks using ERISA and UPIA principles for both organizational and personal assets.
  • Leverage institutional investment consulting tools, planning and processes for all clients to create and implement comprehensive wealth management plans that focus on risk management and the protection of assets.
  • Strive to deliver superior guidance in the development of investment policy statements, delivery of asset allocation and monitoring services, helping them meet their investment fiduciary responsibilities.
  • Create relationships built on trust.