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Who We Are
Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
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What We Do
Wealth Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses the most powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Custom Investment Solutions Guided by Objective Analysis
We build investment portfolios specific to our clients' unique needs and objectives. Hallmarks of our approach include objectivity, diversification, and a long-term perspective. We do not recommend proprietary financial products nor accept commissions, ensuring that our interests are fully aligned with those of our client families. The following principles form the bedrock of our investment approach.
Equities Drive Long-Term Success
To harness the wealth accumulation potential of global equities, we remain mindful that valuations matter. We thoughtfully blend active and passive investment strategies.
Diversification is Paramount
Equities may rule over the long term but won't always lead capital markets in the short term. Diversification reduces risk and delivers a smoother path to achieving one's overall goals.
Bespoke Portfolios Achieve Better Results
There is no “one-size-fits-all” investment solution. We closely align our clients' investment strategies with their overall wealth plan, including family goals, liquidity needs, and risk tolerance.
Taxes Matter
Taxes are a persistent drag on returns that compounds over time. Our proprietary tax overlay allows us to manage tax implications on a daily basis. We continually look for tax efficient opportunities across all asset classes and pursue ways to mitigate tax liability.
A Robust Investment Platform that Offers Diversified Solutions
Public & Private Equity for the Long-Term
Our rigorous due diligence, deep connections, and extensive experience in the investment community provide a discerning perspective and privileged access to traditional and alternative equity managers, including leading private equity funds.
Fixed Income & Private Credit for Yield & Stability
Fixed income, both public and private credit, plays an important role in diversified portfolios. We may hold fixed income investments to add stability and improve portfolio diversification or to generate income while seeking to preserve purchasing power. Meanwhile, opportunistic investments in private credit can bolster a portfolio's yield profile.
Alternative Investments for Diversification
Hedge funds can give portfolios access to performance drivers that are different from conventional stock and bond positions. When incorporating alternative investments, we consistently focus on risk and liquidity.
Real Assets for Appreciation & Income
Assets such as real estate, infrastructure, and commodities allow portfolios to further diversify away from traditional equities. These holdings help to hedge against inflation and may enhance yield while generating more consistent returns.
Partnering for Success
We leverage the expertise and networks of other smart investment professionals to bring you access to institutional grade investments and quality investment opportunities. Here are some of the external firms with which we do business.
