We are a team of 8 investment professionals dedicated to serving sophisticated, high-net-worth families in a fiduciary relationship. Our team has a spent a collective of 80 years working in the wealth management industry. We possess an individualized and well-rounded perspective based on our experience on the floors of the Chicago Board of Trade, two large Wall Street investment banks, and currently with an Independent RIA. We advise 50 families nationwide, in the areas of investment and financial management. 

Client Locations

Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Michigan, New York, North Carolina, Ohio, Rhode Island, South Carolina, Texas, Wisconsin

Our Philosophy

WE STRIVE to be sound fiduciaries of our clients' assets by providing unbiased advice, excellent service, solid long-term net performance and comprehensive reporting and transparency.

WE BELIEVE there are no standard or global solutions to investing clients' assets.  Within the construct of a thoughtfully constructed investment policy, we develop a customized and comprehensive plan that integrates a client’s investments with their financial, social impact and philanthropic goals and objectives. 

OUR APPROACH to each client’s portfolio is tailored to their specific needs by selecting only those investments we find to be most appropriate for a particular investor. Our analysis considers a client's complete financial situation and focuses on all assets owned, regardless of purpose, location or disposition.

OUR PORTFOLIO CONSTRUCTION is grounded in academically supported and empirically demonstrated analysis, combined with astute capital market strategy and investment selection.  We believe in the use of both active and passive investment management.  We look to directly manage most investments, rather than to engage third parties. However, we will incorporate third parties in areas outside of our expertise. We will also consider passive strategies for the more efficient components of an asset allocation.

Client Demographics


• Entrepreneurs
• Owners & Executives of public and privately owned businesses
• General Partners of private equity & hedge funds


• Hedge Funds
• Private Equity
• Law
• Real Estate
• Engineering
• Trading
• Healthcare

Net Worth

• 6%     >$150M
• 8%     $100M-$150M
• 34%    $50M-$100M
• 35%    $20M-$50M
• 17%   < $20M

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