We Are…

  • A small, independent Investment Consulting firm dedicated to assisting each client with prudent financial planning and management of their investment portfolios, both pre- and post-retirement
  • Based in Coral Gables, Florida
  • A Registered Investment Advisor with the State of Florida, USA

We Serve…

  • High net-worth individuals and families, trusts, pension plans, corporations and foundations, generally with combined investments of $500,000 or more
  • Clients in the Americas, Europe and Asia

We Do…

  • Prepare a financial plan
  • Develop a customized investment strategy for each client

We Do Not…

  • Sell products
  • Impose corporate investment policies
  • Put corporate goals ahead of our client needs
  • Assist our clients with the selection and regular assessment of professional managers
  • Manage the managers
  • Manage individual stocks and bonds
  • Limit the choice of managers
  • Work on a fee-only basis
  • Offer asset-based fees on a declining scale, for services to our client’s complete portfolio, or the portions for which we are providing advice
  • Typically help manage all costs and expenses of each portfolio, often effecting savings
  • Receive any other fees, commissions or compensation of any kind from third parties
  • Work with client’s tax, accounting and legal advisors
  • Provide specific tax or accounting advice
  • Provide specific legal advice