PORTFOLIO MANAGEMENT SERVICE

The preferred choice for many clients, our portfolio management service allows you to leave the day-to-day investment decision-making to us. With your investment goals, risk tolerance, time horizon, and other circumstances in mind, we develop an agreed-upon investment plan and carry out investment strategies on a discretionary basis – without seeking your approval for every trade. Client accounts are charged an annual fee, payable monthly, based on the month-end value of the account assets, rather than paying commission per trade.

We believe that comprehensive diversification along with a disciplined investment process will result in consistent, risk-adjusted returns over the long run.

• We are an independently owned and operated boutique investment firm looking to curate customized investment portfolios for each client.
• Our portfolio management team brings a diverse background and investment experience while sharing the same investment philosophy.
• We have extensive experience in multiple asset classes, including real estate, private investments, and alternative assets to provide your investment portfolio with comprehensive diversification.