Wealth empowered
Open architecture
Investments and Strategies
Strategies
Equities
Fixed Income
Alternatives
Actually, it is expanded. By partnering with multiple institutions, we are not limited to a single bank’s offerings.
In real time. We run portfolio management personally.
Majority of firms outsource model trades and can result in 5-12 day processing times for tasks like: deposits/withdrawals, rebalance and tax loss harvesting.
Waiting 5-12 days the market can move dramatically in that time costing the client money or another opportunity.
Our goal with our performance reporting is to provide full transparency and customization to the client.
Our technology was built for the largest family offices in the country.
We will work with our clients to have personalized reporting that meets their needs, simple or complex. We will benchmark beyond public markets keeping track of direct investments, private equity, real estate, cars, watches, wine, art, aviation, and more.
Yes. We have access to all our partners research and have entitlements at many other independent firms including but not limited to: Bank of America Merrill Lynch, Morgan Stanley, Evercore ISI.