Affluent investors often find themselves confused by the myriad of investment products and services available today--mutual funds, annuities, insurance products, wrap accounts, etc. To make matters worse, most traditional financial products are designed for mass-market distribution to small investors. Very few of these products are appropriate for the specific needs of high net worth individuals.

Very large investors such as pension funds, endowments, and charitable foundations have always had access to a different class of investing products and services. We bring this level of disciplined institutional quality portfolio management to affluent individual investors.