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Who We Serve
We focus on the small to mid-sized advisor that lacks a full investment team in-house, who wishes to spend more time on client-facing activities while still maintaining control of the investment philosophy and process. We work with advisors who outsource all of the investment strategy and research functions to us as well as those needing support with certain asset classes or specific activities. Our service is fully customized to the advisor’s needs.
Ultra High Net Worth Individuals and families with multiple advisor relationships oftentimes need assistance from an unbiased advisor to guide them in evaluating, instructing, and monitoring how each advisor is investing each respective account under their management. We also provide specific due diligence and analysis for direct investments in real estate, businesses, and alternative funds such as private equity and hedge funds.
We value the relationships we have with our advisor partners but on the rare occasion when we cannot assist in finding a suitable advisor for an individual, we can provide investment plans, portfolio analysis, and advisor assessments.