Services

We offer investment management for high-net-worth individuals, trusts, charitable endowments, and foundations.

Our education and experience help us to look at each client’s financial picture with a comprehensive and strategic view.

Areas of Specialization
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Portfolio Management

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Family Office Services

Comprehensive Endowment Management

One of our areas of focus is endowments and foundations.
Find out about our experience managing endowment and foundation funds.

Find Out More

We put our clients first in everything we do; investments, business advice, taxes, fees…in everything. That client first mentality, and our culture of excellence is something to really be proud of.

– garrett wayne, senior portfolio manager
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