Overview
Every client that we serve is unique
Discretionary Portfolio Management
Advisory
Their services generally include assessments, recommendations for investments, and services that include:
Fund selection, generally using an open architecture fund selection platform
High conviction ideas encompassing equities, debt instruments, ETFs, and funds
Hedge funds and thematic sector ideas
Private equity capabilities
Structured products
Liquidity and cash management solutions
Family Office Solutions
Family office services might span the spectrum from full financial management to helping an affluent family establish and coordinate its own office. Those services include:
Effective family offices should be structured like a business with documented policies and procedures that outline ethics, core values, investment mandates, and decision-making. Our independent advisors work with a family to put the best framework in place to help grow and preserve wealth for generations to come.