Portfolio Management We differentiate ourselves by intelligently building personalized portfolios for high-net-worth clients. Third party research purchased from highly reputable firms is a core tool we use. Reading, listening, and interpreting geopolitical going’s-on is a vital aspect of our approach. Following companies with new technologies, leaders, and opportunities is also a huge part of what we do. We believe in active portfolio management and therefore do not place clients in model portfolios like many of our counterparts at the bigger firms.