SERVICES
partner

Firm
Overview

  • Individual, Customized, Wealth Management Solutions
  • Independent Research and Analysis
  • High Net Worth and Institutional Client Base
  • Individuals within our Firm have the following Credentials Include Certified Financial Planner®, Chartered Financial Analyst (CFA)
Our Mission Is To Deliver A Long-Term Investment Process That Is Consistent…Not Intermittently Brilliant.

Private Client

If you are seeking Financial Advisors who serve their clients first and foremost, who are sought out for their expertise, who are adept at balancing opportunity with prudence, and who value trust and transparency, welcome to the house where RELATIONSHIPS MATTER.
The Solution:
  • Comprehensive Financial Planning
  • Hedging & Structured Solutions
  • Investment Policy Development
  • Strategic Asset Allocation & Portfolio Structure
  • Tax Aware Investment Solutions 

Institutional Asset Management

  • Institutional & High Net-Worth Client Base
  • Institutional SMA Equity & Fixed Income Strategies
  • Oliver Luxxe Assets Claims Compliance - Global Investment Performance Standards (GIPS®)
  • Proprietary Quantitative Screening Process & Fundamental Bottom-Up Analysis
  • Structured Broad Market Hedging and Hedging For Low Cost Basis Positions

Outsourced CIO

What is Outsourced Chief Investment Officer (OCIO)?
The process whereby institutional investors engage a third party to manage all or a portion of their investment portfolio in order to better focus on the strategic goals of the organization with the objective of recognizing potential cost savings, enhanced performance and risk mitigation.

When you "delegate" you do not lose control. In fact, Outsourced Chief Investment Officer (OCIO) or discretionary consulting relationships allow the client to establish policy, develop asset allocation strategy and set parameters for oversight while freeing valuable time to focus on achieving long-term organizational objectives. Some of the top reasons asset owners are considering an OCIO model include:
  • Budgetary Considerations & Lack of Internal Resources
  • Delegate Responsibility for Investment Management Fiduciary Liability
  • Diverts from Firm & Team Core Competency
  • Find Inefficiencies in Current Asset Management to Lower Overall Cost
  • Insufficient Risk Management Tools & Need for Additional Oversight
  • Technology to Accurately Aggregate Accounts to Monitor & Report Assets in Real Time
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