The best returns are more than financial

We work with a relatively small number of successful executives and entrepreneurs and a select group of publicly traded companies to administer their equity compensation plans. Our clients are intelligent, sophisticated people who, rightfully, have high demands of their advisors. They appreciate candor, competence and attention to detail. They look to us for an experienced perspective, world-class resources and honest, forthright advice. We understand that our success is wholly dependent on their trust and satisfaction, and have dedicated ourselves to helping each of our clients succeed on their own terms.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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Latest Insights

Oil derricks at sunset

Energy stocks: A hedge to rising geopolitical risk

Apr 25, 2024 | Frédérique Carrier

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

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