Asset Management

Our firm manages portfolios of publicly-traded securities for a range of clients including high-net-worth families and charitable organizations. Using a proprietary screening process and our A.Q.U.A.® technology platform we have successfully met our client objectives while managing risk.

We rely on proven quantitative tools, quality information sources, and our highly skilled analytical team to advise clients on the various components of risk and return in wealth management decisions.

Our team has extensive experience developing tax sensitive wealth strategies consistent with our clients’ liquidity needs, income requirements and wealth transfer plans.