Our history of serving high net worth individuals allows us to customize our investment approach to each client’s needs, balancing tax efficiency, risk tolerance, wealth preservation, business ownership and one-time liquidity events.
Our capabilities include the following:
- Portfolio design and implementation across all asset classes:
- Equities
- Fixed income
- Real estate
- Private equity
- Commodities
- Hedge funds
- Currencies
- External manager due diligence and selection
- Dividend strategies
- ETF strategies
- Fixed income management
- Portfolio performance reporting across disparate platforms
- Tax efficient portfolio and diversification strategies
- Hedge strategies for concentrated equity positions
- Restricted or insider selling 10b5-1 strategies
In addition to serving individual clients, our investment discipline and infrastructure enables us to provide advisory services to institutions including endowments, foundations, profit sharing plans and private investment funds.
You can’t take the same actions as everyone else and expect to outperform.
– from the book Dare to be Great