We serve clients, just like you.

Friends dining outdoor

Individuals + Families

Our clients include professionals, families, and retirees. We serve doctors, attorneys, financial professionals, artists, and teachers….and people from all walks of life. Whoever you are or wherever you are on life’s journey, we are happy to help. We require minimum assets of $500,000 per family under our management, although we sometimes allow exceptions to this minimum.

Financial Professionals + Institutions

We are happy to manage accounts for other advisors, single and multi-family offices, or endowments and foundations looking to utilize our small- company investing expertise. Our investment strategy benefits from the profit compounding of our underlying holdings. For institutions who share this objective, we are a good fit.

Aerial view at group of business people working together and preparing new project on a meeting in office

Ready to get started?

Give us a call or schedule a time to chat.