Who We Serve

Individual Investors

Many of our clients are individual investors. Our minimum account size is $500,000. We are problem solvers with a goal to make sure every individual investor that becomes a client reaches his/her financial goals. We want every client to be able to live the life they want to live and then some.

» Click here to learn about the services we provide for individual investors.


Institutional Investors & Nonprofits

Our key partners have experience on both sides of the nonprofit table, both as investment counsel and as trustees. We have deep experience helping nonprofits and solutions to their challenges. We are more than investment managers. We offer advice in other important aspects to nonprofit financial management.

» Click here to learn about the services we provide for institutional investors and nonprofits.