Since 1969, independent investment advice and comprehensive financial counseling to clients with net worth exceeding $10 billion.
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Services
We put client interests first. We build long-term relationships as a trusted primary advisor for families. We provide three core services on a highly-customized basis for each client: sophisticated investment advice; integrated, comprehensive planning; and coordination of other providers. We are an independent advisory firm, not a money-management organization. We guide decision-making and execution, but our clients retain authority. We simplify our clients’ lives.
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Compensation
We are a fee-only, non-discretionary advisor. We sell no products and receive no commissions. Our compensation comes solely from fully transparent fees paid to us by our clients, and it is not affected by client investment decisions. This truly open approach enables us to make unbiased recommendations in the best interests of our clients without conflicts of interest.
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Investment Philosophy, Research & Client-Level Implementation
We adhere to highly-developed investment principles and processes that have been time-tested over decades by academic researchers, real-world investment professionals, our firm, and our clients. We conduct sophisticated research on asset allocation and manager selection in traditional and alternative asset classes. We customize investment solutions to help each client achieve their objectives. We apply our team’s extensive experience and judgment to all investment recommendations.
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Professionals
The firm has over 65 professionals and is wholly owned by its senior team. Our clients value the team quality and stability that long-term independence has enabled. We believe that the quality of our people meaningfully distinguishes us from many other advisory firms.