Our Solutions
Discretionary & Non-Discretionary Accounts
Have us manage the investment program, or
Let us advise and guide, while you make the final decisions
Cash & Liquidity Management
Money Market Funds
Foreign currency
T-bills
Ultra-short duration funds
Core Asset Classes
US equities
Foreign developed equities
Emerging market equities
Bonds
Inflation protected bonds
Real estate
Non-Core Asset Classes
Preferred securities
Commodities
Hedge funds
Private equity funds
Risk management
- Sector diversification
- Country diversification
- Style diversification
- Stress testing
Financing solutions
- Home mortgages
- Secured financing (aviation, yacht, art etc.)
- Securities lending
Concentrated holdings solutions
- Diversification program
- Option strategies
- Sector risk diversification
Environmental, social, and governance solutions
- Investment programs based on environmental, societal, and corporate governance criteria
Tax efficient solutions
- Tax efficient utilization of ETFs
- Mutual funds with tax-aware strategies
- Tax loss harvesting
- Tax free municipal bonds
Insurance
- With third party
Financial reporting
- Sophisticated account reporting
- Account aggregation to view total wealth
Trusts & Estates
- Investment advisory of existing Trusts
- Estate planning
Our Clients
Individuals
Families
Family Offices
Companies
Charitable Foundations
Our Process
Simply stated, we do what works and we stay on course
What we actually do is, we collaborate and create a customized investment solution based on each individual’s or family’s unique circumstances, goals, aspirations, concerns, constraints, and income requirements. We focus on what we can control, create enhanced asset allocations, select investment managers, and securities in a cost and tax efficient way. What works is a disciplined investment process that is based on evidence, is repeatable, and that produces better investment outcomes as well as reduces costly investor behavioral mistakes. We stay on course with regular portfolio reviews and monitoring of market conditions and risks. We remain flexible, and when appropriate, we adapt and dynamically rebalance investment allocations in order to keep our clients on course to their financial goals.
