Who We Serve.
Successful investors looking for a better way to manage their money.
Professional Investors.
PMs, GPs, and family offices who need access to an institutional caliber product shelf.
Services Include:
- Discretionary and non-discretionary mandates
- Open architecture product line-up
- Access to leading alternative investment managers (with no placement fees)
- Asset allocation
- Financial planning
- Advisor to next-gen family members
High-income earners.
Successful individuals in need of professional assistance managing and planning for their financial assets.
Services Include:
- Investment management
- Retirement planning
- Equity compensation
- Tax planning
- Trusts and estates
- Insurance and risk management
Successful retirees.
Former leaders in their fields who wish to maximize their assets.
Services Include:
- Investment management
- Cash flow modeling
- Income replication
- Estate value projections
- Inter-generational wealth transfer
- Charitable and legacy planning
Corporate services.
Employee benefit plans and workplace financial planning.
Services Include:
- 401k plan fiduciary
- Plan design and due diligence
- Investment roster selection
- Education and support for plan participants
- Executive financial planning