We have developed a sound- customized multi-manager approach to investment management built on many years of experience with high net worth and family office client portfolio management which gives you access to world class managers that combine to complement risk adjusted returns.  We have depth of tax and financial planning knowledge and can bring this to your portfolio to ensure its most tax effective management.  And we are a small boutique firm so we can provide you a highly customized approach and you will work with the same small team of advisors who know all aspects of your financial situation.