Our client advisers serve the best interests of high-net-worth and ultra-high-net-worth individuals, families and select institutions, delivering a premier wealth management experience marked by objective advice and personalized solutions.
Whether you’re an entrepreneur preparing to sell your business or an individual in search of a family legacy plan, we have the resources and an open architecture platform that allow us to custom-fit strategies to your situation.
Our systematic strategies run on quantitative and computational techniques developed by the firm. We believe a strong culture of rigorous analysis and scientific research, supported by a robust technology, is the integral ingredient of a successful quantitative investment portfolio.
We are in a people’s business, therefore the well-being of our employees, the creation of a progressive working environment, and the development and retention of our staff are of utmost importance.
Our competitors might say, we have an obsession with risk management, and we have to agree. The key difference between firms that survive and thrive over the long run and those that don’t is risk management! Our core approach is that risk and portfolio management are not separated; they are equally weighted to obtain a successful investment strategy.