We are particularly suited to assist affluent and high net worth client both in the US and abroad. Our global market knowledge allows for the necessary insight to understand the intricacies of a global economy.
Each customized investment plan starts with an honest conversation about the client's current lifestyle and financial situation, risk tolerance, and financial objectives. Once established, the plan is reviewed on a regular basis to ensure that goals are being met and to make necessary changes based on new life events or revised objectives.
Our advisors have a fiduciary duty to act in the best interest of our clients at all times. Being an independent firm allows us to provide advise and offer financial products - in domestic and international markets- that are best suited to our client's financial needs.
We are committed to providing an exceptional level of personal service. As an investment plan is developed, different factors are considered and each investment recommendation is clearly explained. Once the plan is in place, the portfolio is reviewed on a regular basis and, if necessary, adjusted to reflect changes in the client's financial profile.
A fluid communication allows us to best serve our clients. It helps build mutual trust and is key to achieving an effective financial plan in a fast-paced and ever changing world.