Wealth Management

helping clients craft their own personal wealth legacy

We provide investment management solutions tailored to the complex needs of wealthy families.  Services include:

  • In-house investment management
  • Direct access to portfolio manager
  • Income planning and investing
  • Integration with tax advisors
  • Integration with legal counsel
  • Budgeting 
  • Recordkeeping and reporting

Our value investing approach to money management focuses on investing capital based on valuation criteria and importantly, looking to the underlying business and accounting fundamentals when making investment decisions.