Investment Management


Our history of serving high net worth individuals allows us to customize our investment approach to each client's needs, balancing  tax efficiency, risk tolerance, wealth preservation, business ownership and one-time liquidity events.

Our capabilities include the following:

      Portfolio design and implementation across all asset classes:
               Equities
               Fixed income
               Real estate
               Private equity
               Commodities
               Hedge funds
               Currencies
      External manager due diligence and selection
      Dividend strategies
      ETF strategies
      Fixed income management
      Portfolio performance reporting across disparate platforms
      Tax efficient portfolio and diversification strategies
      Hedge strategies for concentrated equity positions
      Restricted or insider selling 10b5-1 strategies

In addition to serving individual clients, our investment discipline and infrastructure enables us to provide advisory services to institutions including endowments, foundations, profit sharing plans and private investment funds.