Our team has extensive experience in providing comprehensive financial solutions for individual investors, businesses, foundations and nonprofits. Our team currently services four distinct groups of investors.
Individual investors include executives, attorneys, engineers, doctors, and many other professionals who have retired or will be retiring within ten years. Individual investors will typically seek our services when they want to ensure that their investment assets are organized in a manner consistent with their income, tax, estate, and other financial goals.
We help businesses in three distinct ways.
- We provide retirement plan investment services.
- We help key employees coordinate their employer sponsored benefits and personal assets with their holistic financial goals.
- We help business owners create exit plans designed to transition their businesses to family members, key employees or third party buyers.
Charitably inclined foundations use our firm’s research-driven investment strategies and prudent investment management to help ensure the organization’s mission is fulfilled.
We provide transparent investment strategies in a consultative manner to help nonprofits achieve their unique goals.