Independent Research

As a privately held wealth management firm with no proprietary funds that benefit our own holdings, we have the freedom to impartially analyze the best combination of investments for each client’s portfolio. Our research team rigorously and continually researches thousands of equities, mutual funds, fixed income securities and other assets, which in turn informs the investment strategy we tailor specifically for you. Our comprehensive solution reinforces a traditional core investment portfolio with diversified sleeves of alpha-seeking and hedged strategies that can enhance returns or reduce volatility. In the final analysis, portfolio allocations reflect appropriate positioning within each client’s specific financial circumstances and goals.