Our extensive client base represents individuals and institutions that share one common denominator: they have discovered the value that we can provide. Our client list includes:
Corporate Executives
Are you a corporate executive with a large portion of your net worth invested in your company’s stock? Are you seeking ways to protect your interests while not triggering a taxable event? Our hedging and liquidity strategies have provided our clients with diversification and peace of mind when it comes to issues pertaining to company stock.
Retirees
The needs of retirees most often include capital preservation, stability of income flows, and how to most effectively pass their assets to heirs. Are you challenged to find the right blend of investments to provide the income needed without taking unnecessary risk? Our solutions avoid unnecessary investment risks and undue sacrifice to your lifestyle, thus providing you with the confidence to achieve your retirement goals.
Attorneys
Are you a legal professional limited to the types of investments you can make due to control person issues? Limitations on investments could also mean limitations on performance. Our solutions include discretionary Multi-Manager investment allocations that meet the needs of most firms compliance departments.
Small Business Owners
Are you a small business owner leveraging your time and other valuable resources to grow your business? Are you trying to retain your employees with incentives that will not cut too far into your bottom line but will have significant meaning? Our small business focus is on finding the most cost-effective tools for you to answer these and other issues facing your business.
Non-Profits
We have been successful in helping our Non-Profit clients not only mitigate investment risk, but have also enhanced their planned giving programs through our Charitable Partners donation platform.
