We are dedicated to a small number of private clients.
We manage legacy positions, equity portfolios and fixed-income portfolios as is appropriate for client goals and risk tolerance.
The majority of our time is focused on our investment performance, rather than marketing.
We have a vested interest in performance, as the portfolios of the firm principals contain the same holdings as our clients' portfolios.
Securities and funds are held in the name of the client at third-party custodians of the client's choice, ensuring complete liquidity, security and transparency. – less – More from ZoomInfo »