Our global to local strategy draws on our deep network and experience. Our approach centers on providing access and advice on the 12-15 different asset classes we employ as part of our core diversification strategy in addition to the traditional stock/bond portfolio.
We believe the best client/advisor relationship starts with a conversation. While we bring a high level of experience and education to bear, we take pride in sitting on the same side of the table as our clients, as a fee-only consultant to simplify and strengthen the investment process.
We offer customized, thoroughly researched investment management and consultation to individuals, institutions, endowments and foundations without the conflicts of interest found in traditional investment banks.