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Affluent Individuals & Families

Affluent Individuals & Families

Our process: Wealth carries various meanings. Our team looks to identify what truly matters to our clients and create innovative solutions to enhance the lives of our clients and their loved ones. Money has many uses but we do have all the same needs as one another. By identifying needs and wants we are able to put true intention into the assets you have accumulated and turn those assets into tools for your success, now and in the future.

Portfolio Management

Our team of advisors works with you to create investment objectives specific to your unique needs whether in the public or private sector of investments.  Our private alternatives analysts and public markets analysts then create a portfolio allocation based on your own investment objectives. Our alternatives analysts are constantly performing due diligence on private opportunities; while our public markets team continuously monitors allocations to find areas of opportunity identified by our proprietary artificial intelligence, Newton. Using these strategies we can better identify trends in the private and public markets to further enhance your portfolio’s objectives.

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