Our clients are as unique as the portfolios we help them implement and monitor. The investment committees we work with consist of solo practitioners, investment officers, large ensemble groups of financial advisors, and boards of directors.
The highly customizable nature of our service offering, and ability to scale up or down our services to fit the needs of our clients, allows us to work with a wide array of clients across both legal structure and existing custody platform relationships, including: Registered Investment Advisors (RIA), broker-dealers (BD) and their representatives, and non-profit organizations such as foundations or endowments.