Broker Check

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.