Pleased to serve you in multiple locations

We are proud to serve clients in multiple locations. We invite you to contact us to set up a meeting in one of our convenient locations:

Austin, TX office

300 West 6th Street, Suite 2200
Austin, TX 78701

Minneapolis, MN office

250 Nicollet Mall, Suite 2000
Minneapolis, MN 55401

Possibilities. Life is full of them.

We put the financial pieces together so you can focus on things that are most important to you. Our process is holistic, comprehensive and collaborative with access to a global platform of non-proprietary products and services.

The primary services we offer are:

• Discretionary investment management
• Institutional investment consulting
• Wealth planning, including:
  • Retirement planning
  • Education funding
  • Estate planning
  • Charitable gifting
  • Enhancing your lifestyle
  • Life insurance and long term care insurance planning
• Access to private banking and credit services through City National Bank
• Access to RBC Capital Markets services and products

Global Insight Monthly

Harris and Trump on the issues

As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight Monthly »

Take the next step