Clients

You want your wealth to grow. So do we.

We work exclusively with advisors and their high-net-worth clients to build personalized investment portfolios designed to perform.

When experience becomes performance.

Our decades of investment experience have laid the groundwork for long-term success in investing.

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90%

historical client retention rate

35+

years average investment team experience

$63+

billion in
assets under management*

*as of July 31, 2023

Only one benchmark matters... yours.

No two portfolios are the same. Each client has a personal performance benchmark. Here’s what else you gain from a personalized approach to active management:

Objective advice from your dedicated portfolio manager with complete independence to invest in your best interests

A portfolio strategy tailored to your evolving needs, powered by in-house research, a tax-sensitive approach, and protected by three levels of active risk management

Regular communication from your investment team and adjustments to ensure your portfolio performs over time

How we build a better portfolio.

We start by listening to your needs and goals, and then build out your portfolio, directly overseeing even the tiniest of details and letting our research-fueled strategies drive your portfolio’s performance.