We bring veteran market perspective and broad experience to investment management. Our experience translates into real benefits for our clients.
Knowledge of Markets and Products Clients benefit from our extensive knowledge of U.S. and international securities markets, equities, bonds and alternative assets that serve essential roles in client portfolios. We also understand the interrelationship of different asset classes and world markets. This knowledge enables us to structure effective portfolios to meet our clients' needs.
Understanding of Wall Street We have a thorough understanding of financial institutions and markets and how they work. We have worked closely with numerous brokerage firms, asset management companies, investment banks, and trading operations. We know where the hidden costs and inefficiencies are, and how to make the best arrangements for our clients. All of this knowledge is put to work on our clients' behalf.
Security and Peace of Mind Because we know that safety and integrity are essential to our clients, we only work with custodians who are willing to fully protect our clients' accounts against losses that might occur due to the custodian's financial failure. Clients' accounts are insured for 100% of their value.