We partner with a small number of select clients to identify and achieve their family’s financial goals. We have a very select client roster and view our stable client list as one of the firms’ competitive strengths. Our typical client is very wealthy, successful in life and can afford and requires the highest caliber of professional management to grow their money conservatively and stably. We favor long term relationships with fewer clients, rather than seeking many clients with short-term needs. We are not limited to solely advising about investments and encourage to call whenever they like with any financial question, big or small. But clients hire us not only for our accessibility; they also find value in the ability to “off-load” a ton of complexity and uncertainty onto our shoulders, where it is better managed.

We serve at the pleasure of our clients. We are committed to delivering the best and most innovative ideas and analysis. Truly objective advice: we have no affiliation with any brokerage, insurance company, mutual fund company, bank or law firm. We make a conscious decision to avoid potential conflicts of interest with our clients – we are on the same side of the table. For example, we don’t make money by churning stock in client accounts; rather, our compensation is tied to asset growth. We do not take commissions, soft dollars, or any other forms of compensation from anyone other than clients.

We help our clients succeed by creating tailored process and implementing proven practices to manage their wealth. We monitor their progress and assist them as they pursue their life’s objectives. Each client’s strategy is unique. Rather than using canned software, we use a system of proprietary models to answer the specific questions that define their financial lives.