Individuals who have accumulated or inherited wealth and wish to preserve it, create an income from it, and/or pass it on to heirs.
Please refer to our “Client Relationship Summary” (CRS) that provides information about our firm:
SEC Form CRS – 20230823
Companies that offer participation in retirement plans (pension, profit-sharing, 401(k)) as a significant employee benefit.
• Nonprofit Organizations
Nonprofit organizations that need to fund grants and ongoing operations through an endowment or charitable contributions.
These individuals, families, officers, directors, trustees, and their advisors need money management because they don’t have the time, interest, education, experience, or temperament to manage their investments.