We are an independent Private Wealth Management Firm using a Multi-Client Family Office service model, whose sole mission is to provide wealth sustainability for individuals, families, retirement plans, endowments, foundations and other institutions through the utilization of the Endowment Investment Philosophy (EIP). This EIP is the same investment philosophy utilized by major universities like Harvard, Princeton, Stanford and others, to manage their portfolio and ensure the future sustainability of their foundations.As a firm, we work very closely with our family clients to develop an integrated long-term wealth plan that maximizes the return, risk and tax benefits gained by integrating all of their wealth producing assets. More importantly, we manage each family client’s financial wealth to enhance the human capital of their future generations and to sustain their family wealth, unity and legacy. We are valued family wealth advisors to clients throughout the United States because we serve our clients as fiduciaries, our experienced professional team, and our use of the Endowment Investment Philosophy. I invite you to call us today to discuss your family’s specific wealth issues.
What is your Investment Philosophy?
We invite you to learn about the Endowment Investment Philosophy and how it can improve your risk adjusted returns.