Our clients

The whole-client approach  is our calling card.

We work with wealthy individuals, families, and charities. Our priority is their long term financial security and helping them to grow their capital safely at an attractive rate.

We recognize that clients typically regard investment management as only part of their overall wealth picture.  As such, we provide them with holistic financial perspectives and advice.

We have come to appreciate that having like-minded clients is essential to what we do.  Our investment strategy works over time, so we build close relationships with people who share our investment philosophy and think long term.