What we do
We are a fee-only fiduciary investment management firm. That means we are compensated exclusively by our clients, with no commissions and no proprietary products, so the only agenda in the room is yours.
A written wealth plan, a globally diversified and tax-aware portfolio, and quarterly reviews that measure progress against the plan, not the market. For clients approaching or in retirement, we sequence income so capital outlasts every chapter.
Discretionary management of institutional, endowment, foundation and trust portfolios, with reporting formatted for trustee files, audits and review, and concentration risk managed before any discussion of return.
Law firms, accountants and trust companies introduce clients who need fiduciary investment management. You keep the relationship; we provide the discipline, with no commissions in either direction.
If your current arrangements carry hidden costs, product incentives or unexplained risk, we begin with a clear audit of what you own and what it costs, then rebuild around your plan.
We listen first. Every engagement begins with a deep audit of assets, liabilities, entities, risks and intentions, and a first consultation without cost or obligation.
We plan in writing. You receive an explicit wealth plan with stated probabilities, trade-offs and the taxes it will save. Nothing rests on memory.
We are accountable. A partner leads your relationship, and progress is reported quarterly against the plan, with recalibration as your life changes.
Explore our private client services to see each discipline in detail.
Tell us where you are and where you want to go. A partner, not a call centre, will read every word and respond within one business day.
Contact us