Our Operational Strengths

Your Portfolio Manager has decades of professional experience at firms managing billions in client assets.
Your Portfolio Manager is supported by a team of investment professionals who represent over a decade in each of their respective investment specialties. Over 100 years of professional experience is represented in your investment team.
Our investment approach features a carefully chosen blend of individual securities balanced to provide maximum liquidity and reduced volatility to meet your individual needs.
Your portfolio is designed to meet your individual needs and objectives. Your long-term goals, tolerance for risk, and need to generate income are factored into your portfolio structure.
Your assets are registered in your name and held at a nationally known custodian, from whom you can expect monthly statements, trade confirmations and online access to your accounts.
You can expect to receive proactive contact from your advisor, quarterly written reports, and prompt replies to your specific needs.
Your account will be traded on the institutional trading desk, which means that pricing and execution efficiency for your trades will be the same as for large investment firms.

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