Consultants and Professionals
Many of our clients established their relationship with our firm through consultants and other professionals such as accountants, attorneys, private bankers and custodians.
Serving individuals, families and institutions, we have been hired through RFPs, presentations and meetings, and referrals. We provide prospects with information about our investment expertise and approach; our breadth of investment strategies and services; and sample portfolios and references.
Conversely, we provide clients with recommendations on professionals we have worked with that can help them achieve their needs and goals.