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Our core expertise lies in fundamental equity and fixed income investment research and portfolio management for high net worth individuals, families, and institutions. That said, there are many different contexts in which this core competency can be deployed. For some clients we help to facilitate the coordination of their circle of advisors in the spirit of what the industry likes to call “wealth management.” We regularly assist clients with their overall asset allocation. Many clients also utilize us to implement estate and tax planning strategies by relying on us to manage and administer various kinds of trusts and family foundations. We welcome the opportunity to utilize our experience and contacts, and we are always open to discussing new and/or additional roles as the relationships with our clients evolve.
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