Welcome

We are a seasoned, multi-disciplined team dedicated to helping our clients successfully articulate, plan for, and manage their financial affairs.

What we do

We fulfill the role of personal Chief Financial Officer to our clients. We report directly to them assisting in the attainment of their long-term vision, incorporating family, business, and financial elements. A key component of our role is taking on the minutia of day to day personal financial management, allowing our clients to focus on their priorities. As an accredited Portfolio Management Team, we provide investment management on both a fully discretionary basis or advisory, as required.

In an increasingly volatile global environment, our experience, expertise and discipline provide our clients with the stewardship necessary to implement and continuously manage their individual plans, as well as proactively adapt to the changing environment.

Our Clients

Our clients share a number of the hallmarks of success whether they are professors, corporate executives, independent business owners or leading professionals in their fields. Their time is at a premium and they realize that while their vision and diligence have brought them significant business and personal success, they understand the need to include other professionals in the ongoing maintenance and growth of their accumulated wealth. We are their partners in this endeavor.

What makes us different?

Our primary differentiator is the peace of mind we provide our clients in their knowledge that all the relevant details of their and their family's financial affairs have been thoroughly reviewed and addressed and continuous oversight is assured. To reiterate, we are their CFO. We have long-standing ties to the banking, legal and accounting communities that are called upon as our clients' needs require, and we provide portfolio management based on industry leading research. We believe that risk management is the critical component to achieving results and therefore a sound plan and strategy geared to a personal level of comfort and security is fundamental.

We know that the payoff from making considered, well researched, prudent decisions multiplies the benefits achieved over a lifetime.

Why choose us?

We provide the expertise and objectivity that allow our clients to focus on what is truly important and of fundamental value to them. Ours is a client-driven practice geared to individual relationships. We have developed our team to address the chief concern of most private clients which is having to contend with the question of who exactly is looking after their interests and are they the best at what they do. Our credentials, experience and track record speak for themselves. Our clients know exactly who is stewarding their assets directly and that their needs are our primary consideration in the management of their financial affairs.