Broker Check

Benefits

  • A direct relationship with your manager
  • Informed, client-focused, decision-making
  • Our critical expertise and prudent judgment are invaluable during the investment goals and policy statement design process
  • Exclusive client list insures your status as a valued client
  • Custom tailored portfolio design and management
  • No hidden "wrap account" or mutual fund fees
  • Management strategies that exhibit tax consequence sensitivity
  • Reduction of directors`, officers` and trustees` liability exposure to breach of fiduciary responsibility claims