Capital growth and preservation
We strive to offer our investors the best of two diverse worlds: experienced leadership in growth equity investing, coupled with strategies for long-term stability through conservative wealth management platforms.
Our focus has always been on strategic stock selection and aggressive tax minimization for entrepreneurs and officers and directors of public companies. To provide a more complete suite of financial services, we have made advantageous wealth management alliances to protect the capital we help our clients preserve and grow. Our market experience and the partnership of leading portfolio managers enable us to fulfill both the short and long-term goals of our clientele.
We also offer many years of experience in raising venture capital for Initial Public Offerings, and in administering the assets of corporations, endowments, trusts and other organizations.