Institutional

Financial intermediaries

We work alongside law firms, accountants, trust companies and other professional advisers who need a fiduciary investment partner for the clients they serve. You retain the relationship; we provide the discipline.

How we work together

Portfolio access for your clients

Introduce clients who need managed portfolios, and we handle the investment process: construction, trading, rebalancing and reporting, delivered under our fiduciary duty.

Clear division of roles

You keep the client relationship. We provide the investment management and answer to the client as a fee-only fiduciary, so no commission or product incentive distorts the advice.

Estate and trust coordination

For firms that advise on structures, we manage the assets inside them and coordinate with your drafting and administration work on valuations, income and reporting.

Shared professional standards

We sit at the same table as your attorneys and accountants and translate between them, keeping documentation, valuations and timelines aligned.

What you can expect

Fee-only, always. We are compensated exclusively by our clients. We pay no commissions and accept none, so introductions carry no quiet economics.

A partner, not a call centre. Your clients are served by the same partners who set the strategy, and every inquiry is read by a partner rather than screened by a queue.

Reporting you can use. Clear quarterly measurement against the plan, not the market, with documentation formatted so your files and reviews stay aligned.

Risk guarded first. Insurance review, liability mapping and concentration management precede any discussion of return.

Start the conversation

Introduce your firm and the kind of mandates you see. A partner will respond within one business day.