It’s About Your Needs
Our approach is straightforward: we work with you to develop a strategy that meets your objectives. Our economic model is pure: our only source of revenue is the advisory fee we receive from clients. We do not receive compensation from brokers or investment management firms to whom we allocate client capital.
You Are at the Center of Our Process
Our relationship with you is consultative and comprehensive. We don’t believe in a “one-size-fits-all” approach to investing. Our philosophy focuses on identifying your objectives, your comfort zone, and applying our proven investment skills to achieve successful results.
Note: For families and family offices, it is not possible to optimize a family’s after-tax wealth without integrating the investment strategy with their tax circumstances and estate plan. For our institutional clients, we are both a strategic partner, providing a broad set of perspectives and resources, as well as being their investment manager.
Our Strength Starts with our People and Culture
Since our founding in 2002, we have endeavored to attract and retain the industry’s most talented professionals. We’ve accomplished this by providing our team members with the environment, time, resources, and advanced technology they need to do their best work and to address the best interests of the clients we serve. We believe that our culture and employee-ownership structure creates a more stable team than brokers and private banks.
We Strive to Always Be Proactive
We are dedicated to the continuous improvement of how we serve our clients. We think of it as a culture of curiosity. Great ideas that solve our clients’ issues may be found inside or outside our firm. Our insights and relationships with the leading minds in the investment and wealth management field allow us to gain critical exposure to a broad range of ideas. This elite “idea flow” accrues directly to your benefit.