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Our Clients

We are an independent private investment office that employs a consulting model approach for private and corporate clients.

  • Private Individuals – We help private clients who have outgrown traditional investment solutions
  • Family Offices – We provide an outsourced Chief Investment Officer platform
  • Trust Companies – We provide independent investment oversight of client trust investment portfolios including program governance, investment reviews, investment manager and advisor due diligence and general team support.
  • Corporate and Institutional – We provide relevant support where investment related activities are non-core but a required or complementary function to the core business.