For individuals and families with more than $500,000 in investable assets, we offer private client portfolio management using traditional and alternative strategy funds and select access to private placements found in leading pension plans and not typically available to individual investors.

With over 75 years of combined investment experience, we aim to provide stable, fully-managed portfolios using a disciplined, pension-style process to ensure that for every area we invest in, we are maximizing the return per unit of risk.