Client Profile
We offer investment consulting and portfolio management services to the following types of clients:

• High net worth individuals and families
• Pension and profit sharing plans
• Trusts and estates
• Foundations, endowments or other charitable organizations
• Corporations or business entities

Other Advisors
We also work hand in hand with other advisors such as CPAs, attorneys, bankers and financial planners to complement their advisor services.

Socially conscious investments
Accounts can be tailored to exclude investments in prohibited companies as defined by the client relating to the businesses of tobacco, alcohol, gambling, firearms/weaponry, pornography, environmental issues, labor relations, community relations or other.