Our Clients

We’re interested in interesting people.

We love learning about our clients’ families and lives, and our clients love that we take interest in their lives outside of their portfolios.

Our relationships with our clients extend far beyond a portfolio review or board meeting—we spend our days on the phone and traveling to meet with our clients. We help people work through transitional times in their lives so that there is less to worry about, and we are comfortable being a shoulder to lean on and a trustworthy source of knowledge during these times.

As our client, if we don’t know the answer to your question, we will work to find the answer.