INNOVATIVE & AUTHENTIC
Dare to be different
Our team members come from diverse backgrounds of traditional financial institutions and non-traditional businesses. We are able to amplify our collective experiences to create innovative products and services that serve our clients’ particular needs.
Our clients include young professionals, business families, other financial institutions, and a large technology company pension plan. They choose us because we deliver true value while doing so with a personal touch and care.
Our wealth management practice attracts young professionals and business families who seek alternative ways to managing their wealth.
In addition to traditional global equity investments, mutual funds, and ETFs, we provide our clients access to private equity investments, real estate, structured investments, mortgage investments, venture capital, and other alternative assets that are otherwise not available to the general public.
We aspire to be great stewards for our clients’ capital and help them plan for generations.
We look for great investment strategies and make them available to our clients and external advisors and investors.
It takes more than simply identifying great investments. We add value in our work of structuring, ongoing due diligence, and oversight to ensure that each fund performs as intended.
We provide advisory services to other financial institutions and our business family clients. Our services include transaction due diligence, operations management, and strategic consulting, advising on sale and purchase of corporations.