Investment Division

In 2005, the firm began structuring and managing specific objective based investment portfolios.  Prior to that time, the firm designed individualized client portfolios and managed portfolios exclusively for clients it secured directly through internal marketing efforts and client referrals. 

Examples of client types include high net worth individuals, private trusts, retirement plans, and private and public charities.

In 2011, the firm made the decision, based on its strong track record, to begin acting as a third party manager for registered investment advisors, family offices and institutions.