COMPREHENSIVE FINANCIAL MANAGEMENT

The financial services industry often does more for itself than for its clients. Excessive fees, limited disclosure, conflicts of interest, complex regulations, complicated products, and sophisticated marketing are essentially used against clients and investors. While the industry has experienced unprecedented growth and profits, this success has not filtered through to the clients it serves. And despite increasing efficiency and access to the capital markets, investors understand that value is not being provided.

The majority of our clients are successful professionals and business owners that continue to add to their net worth. Although our minimum level of investment assets for new clients is $2m, we do work with individuals and families who have the potential for growth. We are also often engaged to provide independent reviews of private funds and portfolios held with existing brokerage firms and trust companies