Who We Serve
Investment Management
- Individuals and families
- Clients not ready to engage in financial planning but would benefit from professional investment management
- Typical investment management is a minimum of approximately $500,000
Wealth Management
- Individuals and families
- These clients have both investment management and financial planning needs
- Typical client net worth is a minimum of approximately $1,500,000
Family Office Advisory Services
- Individuals and families who have complicated investment management and financial planning needs
- Planning needs include the coordination of various professionals including legal, accounting and tax, insurance and other investment advisors
- Typical client net worth is a minimum of approximately $10,000,000