Our Clients

Our clients are diverse and include wealthy individuals, entrepreneurs, professionals, and their estates, corporations and foundations. They share a set of expectations: growth and preservation of their capital, sophisticated wealth management services on par with those available to institutional investors, and the pleasure of working with a firm that has integrity, shared values and a client service focus.

Our clients also want to work with true professionals and establish relationships for the long term. They seek investment portfolios geared to meet their changing circumstances as their lives evolve. Our firms’ senior partners are a unique resource, and are available to share their knowledge and expertise. Day to day, our clients expect to have an open dialogue with a well-qualified client portfolio manager and honest, responsive, fully transparent dealings with the firm.

We work with clients directly, as well as their family offices and advisors as may be appropriate.