A Leading Investment Advisor for Single Family Offices
We are an independent advisory firm with a team of investors who simplify complex situations for our clients.
Our North Stars
Independence
Independently owned, operated. Stable ownership, no opaque fees.
Creativity
Highly customized approach unique to each client family. No stock allocations
Expertise
Practical advice, not salesmanship, pretension, or academic theory
How We Work
With Families
Investment Advisory Services
- Help family develop comprehensive strategy for its wealth
- Analyze current business holdings
- Development of key liquidity priorities
- Articulate core goals for family
- Align around go-forward direction
Collaborative Solutions
- Process review, mapping, and improvement
- Vendor and systems evaluation
- In-source vs. out-source analysis
- Policy and procedure development
Organizational Solutions
- Investment philosophy development
- Request for proposal process design and management for key partners
- Fee benchmarking
- Private trust company strategy
Featured Insights
Contact Us
Pittsburgh
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Portland
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Nashville
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San Antonio
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