Our Services

We are passionate about helping clients develop and define their goals and providing objective, comprehensive financial planning, and investment management services.

Wealth Managment:

We provide a full range of investment management and financial planning services to individuals, families, trusts, and estates and non-profits. We take a holistic and comprehensive view of your financial life and individual circumstances (values, goals and life stages). Services include estate planning, insurance coverage, retirement planning, taxes, and college planning. We recommend qualified professionals to perform specialized services that are beyond our areas of expertise or qualification. All of these relationships are chosen very carefully and are based solely on the competence of the providers and the value of the services to our clients. Our clients’ interests are paramount and we receive no benefits, financial or otherwise, from these professional relationships.

Investment Management:

• Comprehensive portfolio managment using an active approach with a focus on macro/valuation, asymmetry and minimizing downside risk.

• Bespoke and eclectic value oriented long only equity portfolio focused on beating the Russell 2000.

• 60% stock /40% bond based portfolio that utilizes outside managers via etf/mutual funds. This model leverages our endowment and foundation heritage and provides exposure to the simiilar investment options that many smaller endowments utilize.

Founders/Owners/ Entrepreneurs/PE-VC:

• Tax/Succesion/Retirement Planning

• Diversification and hedging strategies

• Business strategy / modeling

• Private stock and options / compensation strategies

• Fundraising/Strategic advice