The most common trait amongst all of our clients is that they want sound, unbiased advice and someone to manage their assets with their best interests in mind. Our types of clients vary from individuals to foundations to hedge funds and beyond. Generally they do not have the time, expertise, or desire to manage their assets alone. Our clients span a wide range of ages and professions as well as varied locations. We have clients across the United States as well as in a number of foreign countries. Clients come to us for a number of reasons, some of which include:

• Buying or selling a business
• Managing cash flows / budgeting
• Managing a concentrated stock position
• Managing retirement assets
• Exercising corporate stock options
• Transferring and preserving wealth
• Integrating philanthropic and investment goals ­­
• Life-changing events (e.g. birth of a child, divorce, etc…)