Our clients are conservative investors and corporate retirement plans seeking the best return with the least amount of risk. Our clients have at least $5,000,000 to invest and meet our investment philosophy of maximizing return and minimizing risk.
Our clients come to us seeking a “Chief Financial Officer” to oversee and manage all of their financial affairs and to find someone that will return their phone calls promptly.
Our clients have come to expect personalized service not only with their investment needs but with our estate planning and executive services.
· Comprehensive financial oversight of all liquid financial assets.
· Daily management of all illiquid assets, such as real estate.
· Advice free from conflicts of interest and free of Broker investment products.
· A comprehensive monthly report of all estate activity.
“Wealth is not his that has it, but his that enjoys it.”– Benjamin Franklin