What We Do For Our Clients
- We manage money for high net worth families and foundations
- We work with our clients and their advisors to develop long-term strategies that are designed to work in good and bad markets
- We simplify complex portfolios and are comfortable in a multi-advisor environment
- We stand on the shoulders of investing giants and focus on reducing volatility and downside risk, as well as after-tax performance
- We do not invest in anything we cannot explain simply and clearly to our clients
- We keep our clients fully informed and our goal is to help them sleep well at night
What We Do
Family Office Services
Why Clients Choose Us
Making Your Life Easier
Our proactive communication and innovative technology are tools we use to simplify complex portfolios. We offer a consolidated solution for you to view your entire portfolio, across all relationships, in one place.
By providing you with a clear picture of your wealth and how it’s managed, our goal is to help you sleep well at night.
How We Work With Other Advisors
We are very comfortable working with other advisors.
We are flexible to take the lead in complex multi-advisor environments due to our experience and use of technology to produce straightforward consolidated portfolio performance reporting.
Strikes, Bubbles & Arches
What did we learn from Ted Williams, Sir Isaac Newton and architects in ancient Rome?
Books We've Read