Our Client Relationships

Our clients include individuals, foundations and pension plans. We recognize that every client’s situation is unique, so we work with each client to develop a particular game plan. Then we build and manage customized portfolios to implement that strategy.

We’ve earned our clients’ trust and confidence by offering independent investment and financial advice. We get compensated on a fee basis, as a percentage of assets. So our interests align with our clients—and the long-term growth of their assets.

To cultivate ongoing relationships, we are a small, family firm by design. As a business, we seek controlled growth so we may continue to provide highly personalized, premium service for a select roster of clients with at least $1 million in assets.