We have over 65 team members. We have no external owners. Our independence results in very stable client-service teams who can work with clients for decades. We believe that the quality of our people meaningfully distinguishes us from many advisory firms.
Our business model allows us to do what is right for our clients. We are fee-only advisors. We sell no products and receive no commissions. Our compensation comes solely from fully transparent fees paid to us by our clients, and it is not affected by client investment decisions. This truly open approach enables us to make unbiased recommendations in the best interests of our clients minimizing conflicts of interest.
We put client interests first. We build long-term relationships as a trusted primary advisor for families and related foundations and endowments. We provide three core services on a highly-customized basis for each client: sophisticated investment advice; integrated, comprehensive planning; and coordination of other providers. We are investment advisors, not money managers. We guide decision-making and execution, but our clients retain authority and discretion. We simplify our clients’ lives.
Philosophy, Research & Implementation
We adhere to highly-developed investment principles and processes that have been time-tested over decades by academic researchers, real-world investment professionals, our professionals, and our clients. Our investment committees conduct sophisticated research on asset allocation and manager selection in traditional and alternative asset classes. We customize investment solutions to help each client family achieve their objectives. We apply our professionals’ extensive experience and judgment to all investment recommendations.