High Net Worth

Individuals and Families

The high-net-worth clients who come to our firm have complexities surrounding their investments that require us to go beyond the level of service offered by the traditional brokerages to average retail investor. To help them, our managers provide comprehensive investment services that take a more in-depth approach to stock selection and portfolio construction. We also offer them a level of discretionary investment service that provides transparency to keep them fully informed while at the same time freeing them from the day-to-day management decisions regarding their portfolios.