ABOUT US

We provide a wide range of investment services to high net-worth individuals, families and endowments, charting a course for their financial success.

Our business is the management of trusts and personal assets as well as the administration of clients' financial affairs, including tax preparation and the settlement of estates.

OUR PHILOSOPHY

We emphasize investments that offer both steadily rising income streams and long-term capital appreciation. A representative portfolio would have a significant weighting in equities; however, other instruments (such as venture capital), might also be included to best meet a client's unique financial needs and objectives.