- Wealth management for trusts and high-net-worth individuals, including: business owners, executives, and individuals
- Portfolio management or equity allocation for individuals
- Portfolio management or equity allocation for institutions, including: banks, trust companies, investment advisors, corporations, endowments, and foundations
- Investment consultants for large corporate pension plans and other institutions
Our assets are split roughly 50% high net worth individuals and 50% institutions.
We have retained 95% of our clients since inception in 2003.