Investment Management

Our bread and butter is managing investments.  This ranges from smaller accounts which we will typically invest into a range of mutual funds calculated to maximize sector diversity while giving you the appropriate risk exposure, to larger accounts where we would be responsible for individual stock selection and due diligence.

Tax Structuring

Investment returns are naturally tied to tax policy.  You can often realize greater gains by electing to get a smaller gross return with an appropriate ownership structure, such as a family trust or holding company.  We can work with you to figure out how to best generate your income depending on your goals, family structure, and other considerations.


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