Our products are tailored to the needs of many different Investors and Investment Professionals.
High Net Worth Individuals
If you like to do your own asset allocation and choose your own investment managers for specific asset categories, you’ll find one of these strategies suited to your needs in the following categories:
Independent Private Wealth Managers
We offer your clients Separately Managed Accounts with solid track records and below average fees in the following categories:
If your investment committee is actively engaged and seeks to discover new ways to add value to your portfolio, makes their own asset allocation decisions and chooses managers for specific asset categories, you’ll find one of our strategies well suited to your needs in the following categories:
Of course, you’ll continue to benefit from your tax-exempt status.
Setting up an account is easy
Our preference is to use Interactive Brokers due to their low commissions, high quality trading platform and low margin rates. However, we can work with almost any broker or custodian of your choice. Once the account is opened, the client assigns trading authority to us, but maintains all other aspects of control and ownership on the account, and, in the case of brokerage accounts, is protected by SIPC insurance. More about opening an account here.