Managing investments, maximizing possibilities

Driven by innovation

Providing control and transparency

Our Commitment

With more than $11BN in assets under management, a unique research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building and monitoring portfolios and supporting our clients’ evolving financial needs.

About Us

$
12BN
+
Assets Under Management
117
Client Relationships
64
+
Employees
Proprietary Technology

* Figure as of 9/5/2024

Awards & recognition

Barron's Top 100 RIA Firms
2023+
FA Magazine's RIA Survey & Ranking
2023
Great Place to Work Certified
2024-2025