Clients Served

We work with a broad range of individual and institutional clients:

• Individual Investors
  • Individual and family relationships
  • All account types: agency, trusts, IRAs and employee 401(k) accounts
  • Portfolios designed for all risk profiles
  • Coordination with other advisors and key professionals
• Institutional Investors
  • Retirement Plans (401(k), 403(b), Profit Sharing, etc.)
  • Foundations, Endowments, and corporate accounts
  • We will serve in a Co-Fiduciary capacity with the Plan Sponsor
  • Broad range of investment strategies and reporting capabilities
  • Coordination with key third-party service providers
• Community Banks, Trust Companies & Other Advisors
  • Consulting services for: asset allocation, manager selection, and risk management strategies
  • Customized strategic asset allocation models with tactical changes
  • Institutional quality manager due diligence with ongoing research reports and updates
  • Integration of alternative assets and management of concentrated positions
  • Discretionary sub-advisory services