Our Investment Advisory arm provides independent advice to individuals and institutions including asset allocation, vehicle selection, portfolio monitoring, and manager selection. We work with you and your Advisor (s) to ensure that your goals are being met in a risk measured and cost effective manner (we seek to minimize fees and turnover).
We are also advisors to investment managers who desire to accelerate their growth in assets, institutionalize their business, or re-position their brand for a changing marketplace.
We have over 30 years in the investment and wealth advisory business and have managed, in aggregate, over $9B in assets. We have also served on large Institutional boards with aggregate assets exceeding $6B.
Our Corporate Advisory and Capital Markets arm provides provides advisory services to emerging and growth companies. We will help you create a more valuable company by providing strategic assessment of your business and execution. We are experts in using technology and process to maximize efficiencies, hence your profitability and value of your business. We also assist in raising capital across the capital structure that enables you to prudently grow your business and diversify your ownership. Our team has over 40 years experience and have supported businesses in many roles including as the CEO of publicly traded companies, Public Board Director, Private Board Director, Non-for-Profit Chairman, Investor Representative and Board Financial Advisor. Our experience spans a variety of industries, including financial, telecommunications, media, and healthcare.
Our Real Estate Properties arm invests in residential and commercial properties and provides advisory services to individuals and companies with regards to their real estate investment and management of their properties. We have a successful track record in buying properties, improving them, and exiting at a profitable multiple of purchase price.
Underlying all our business is our philosophy: the interests of our clients come first. We embrace your investment or business as our own, with passion and integrity