Derek and Arthur have been sharing their investment philosophy
since 2004, using their combined experience of over 30 years.
more than $100 million under management, our high net worth clients
include, most notably, professionals, entrepreneurs, not-for-profit
organizations and foundations as well as private equity firms.
President's Club member
flexibility allows us to offer traditional brokerage services in
addition to discretionary account services (private management).
Our focus is on the allocation of assets. We invest in solid companies paying dividends the majority of the time.
Minimum account: $100,000