Specializing in the unique and often complex needs of ultra-high net worth families, private foundations and nonprofit organizations
Through decades of experience navigating various market conditions, we offer our perspective, discipline, focus and access to premier investment solutions to assist in the proper stewardship of your assets. We counsel clients with attention to detail in collaboration with your tax and legal professionals, on managing the complexities of your wealth.
Providing comprehensive investment portfolio management and wealth advisory solutions for families seeking personalized service.
Executives of public companies have specific needs requiring careful execution and compliance in their company stock holdings.
Guiding Trustees in their fiduciary duty regarding the prudent management of a variety of trust structures.
A private foundation is an ideal forum to perpetuate generational unity, values, morals and social consciousness through the ongoing support of those causes deemed important to the family. We work closely with the founders and leaders of private foundations to execute on effective asset management and administrative support.
With a long history in supporting nonprofit organizations, we offer a holistic approach to helping clients strike a balance between risk tolerance and growth objectives in keeping with your organization’s needs. We provide ongoing guidance in mission advancement with fiduciary review and support.
A thorough understanding of your time horizon, liquidity, cash flow needs, and risk and return profile.
Memorialize asset allocation targets, investment guidelines and restrictions.
Seek “best of class” managers and investment opportunities with consideration to active and passive management approaches.
Continuous review of investments, asset allocation, administration and fee structure with periodic re-balancing provided discipline to adjust allocations to comply with the stated policies as market conditions change.
Customized analysis of consolidated portfolio performance and the various investment and manager components.
Fully customized and data rich reporting system allowing you to review and scrutinize your investments with meaningful content that fits your desired level of information. This reporting is supplemental to your custodial statements and tax information.