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Private Wealth
- Our clients appreciate our non-traditional approach to managing assets, which involves a mandate to preserve assets.
- Our clients must have certain attributes that we look for in potential clients:
- Minimum asset size for investment: This allows for us to manage your assets, cost effectively, for the benefit of both you and us.
- Compatible attitude that fits our investment philosophy: Our clients understand our philosophy and trust that the decisions we make will be for their benefit.
- Advocates for our firm in the future: We feel strongly about our investment strategy and want our clients to similarly possess that confidence and trust in our strategy.
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Institutions & Trusts
- Our firm works well with the $2 million to $20 million organization that is looking to add expertise and solid consulting advice to assist decisions made by the investment committee.
- We provide the investment management services for institutions and trust that include:
- Portfolio Management Services
- Investment Manager Search Services
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Retirement/Benefit Plans
- Our strategy works well with the trustee that has an interest in the non-traditional discretionary investment option for their employees.
- We utilize our investment discretion to create risk-based investment portfolios for your employees, removing them from the difficult investment decisions.
- We utilize lower costing ETFs and mutual funds in our discretionary portfolios to save principal for participants. We reallocate assets for participants based on our investment research.
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