Investment Management for Individuals, Couples, and Families
We help individuals, couples and families invest their money. Often, our clients’ ultimate objective is to secure their financial future in retirement. Our clients—who generally entrust us with at least $500,000—choose us because they seek superior investment returns, and because they know we are worthy of their trust and confidence. As an independent Registered Investment Advisor, we are a fiduciary focused on putting our clients’ interests ahead of our own. We back up that claim with a uniquely competitive fee structure. As investment advisors, our goal is to provide significant value-added, after all fees, expenses, and taxes, over what our clients might have otherwise achieved without our help. We invest alongside our clients and further align our interests with theirs by offering a performance-based fee (for qualified investors) as an alternative to the usual asset-based fee.