Our Organization

Our clients are supported by a robust infrastructure

13
Investment Advisory

Six Partners supported by a seven person research team

7
Trust & Estate

Two Partners supported by an associate and a four person administrative team

15
Client Services

Includes our Chief Operating Officer, a dedicated client servicing group and administrative support

25
Operations & technology

Includes our Chief Financial Officer and Chief Information Officer supported by a multi-functional team

Seamless Execution

01
Discovery

Understand goals, beliefs, values, priorities, risk tolerance

02
Analysis

Review existing documents, strategies, portfolios; model projected outcomes and risks

03
Customized Plan

Design comprehensive strategy, estate plan, asset allocation and target return

04
Implementation

Execute necessary documents; open accounts, transition portfolios

05
Ongoing Review

Monitor and revise plan as necessary on an ongoing basis