Our size makes us nimble. Larger firms often succumb to the ‘scale trap’- becoming so large you are lost in the shuffle. We limit the number of clients per advisor so we can maintain high quality point of service for each relationship.

It means we take the time to fully understand what your family needs are. Portfolio construction follows from that fundamental point. We utilize proprietary investment strategies and to secure truly meaningful diversification, we may balance your portfolio with complementary strategies from other highly recognized money management teams, or even a custodian-built investment strategy.

The ability to use a flexible combination of in-house models, and/or third party models sets us aside in an industry where managers often resort to a single strategy for all their clients or completely outsource the portfolio management functions. Traditional fundamental analysis and big research departments do not automatically lead to superior market returns. Fintech, data science, and AI can synthesize information in ways never dreamed possible even five years. It has leveled the playing field whereby small firms, even tiny firms can effectively compete against Wall Street.