Professional Services Group

While we attach great importance to the fact that a large percentage of our clients come from other professionals. It has become a unique privilege to manage assets for those who oversee the financial well being of others.

Attorneys, CPAs and bankers who know business, who know numbers - deserve a partner who can speak intelligently and shares a high level of professionalism.

In our own research with other investment advisors, we have found that many feel intimidated by other professionals such as the CPA or attorney in that "they may know this already." As such they do not extend the same formality or communication structure as regular clients.

We have eliminated these conflicts.

1. We have eliminated the normal account minimums for service professionals: Many times professionals choose not to seek out the top investment advisors because of their own perceived lack of capital assets. We are sensitive to the fact that much of an asset base can be tied up in building a firm or buying into a partnership. This is why we have eliminated the minimum relationship size- exclusively for the professional services sector.
   
   
2. Everyone is a formal client. You and your family are placed on the same client progress calendar and receive the same attention as our private clients.
   
   
3. Absolute confidentiality. Nothing we talk about at any time, any where gets discussed with anyone. Ever.
   

Clients with our Professional Services group include people within the following businesses: Attorneys, Bankers, Benefit Consultants, CPAs, Insurance Professionals, Investment Bankers, Management Consultants and Venture Capitalists.

We also work with professionals beyond the personal to the firm level, from the single practitioner to large partnerships.

• Retirement plans for partnerships and LLCs.
• Specialized portfolio management for the highly compensated.
• Partnership buy-in/buy-out accounts.
• Buy/sell funding options.
• Special mandates.

We incorporate the feedback that we receive from our professional service clients to continue evolving our version of best practices.