General FAQs

The majority of our clients are individuals and families of high net worth who value having a financial partner to assist them in protecting and growing their wealth. We also work with institutional clients. In both cases we cultivate long-term working relationships built on trust and accountability.

Our clients generally have more than $2 million in assets under our management. Client portfolio values range from a minimum of $1 million to more than $15 million.

Yes. We work with a select group of unaffiliated third party custodians who provide a proper check and balance, ensuring the safety of your assets. So that you may keep close track of all third party transactions, these custodians will send you trade confirmations and account statements on a monthly basis.

Our fee structure is based on a percentage of assets under management, and we fully disclose all fees upfront, including trading and clearing costs. You can expect to receive, at a minimum quarterly, a consolidated performance report detailing dividends, interest earned, securities transactions, investment gains and losses and all fees and expenses.