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