Independent Investment Advisory
We offer investment management solutions for individuals, family offices, and select foundations. We primarily manage discretionary mandates and are regulated as a Registered Investment Advisor
Active Management
Investment Advisor focused on delivering superior investment returns for individual investors, family offices, and foundations
Distinctive approaches for both equities and fixed income strategies based primarily on a fundamental value philosophy and rigorous security analysis
Investment Approaches
Growth: Diversified US and global equities
Balanced: Portfolio mix of equity, fixed income, and liquid alternatives
Defensive Income: Income-oriented solutions with tighter protective measures
Focused: A more concentrated selection of individual securities tailored to meet an investment objective
Account Types Supported
US domiciled
- Individual Retirement Accounts (IRAs and 401Ks)
- US Taxable brokerage accounts (individual, joint-tenant, trusts)
- UGMA/UTMA
- Non-profit organizations
Non-US domiciled
- Taxable individual and corporate accounts