Founded by Goldman Sachs executives and with offices in New York and Tennessee, we advise and manage investment portfolios as an Independent, fee-based Registered Investment Advisor.
We analyze financial data, do fundamental research, and meet with management teams of the companies we own for clients. Our Portfolio Managers combine thorough, independent research with analysis done by many of Wall Street's leading research firms when selecting securities for our client portfolios.
We manage investment portfolios and provide consolidated reporting for families with significant net worth. We also advise and manage investment portfolios for Endowments, Foundations, and Trusts.
We build portfolios primarily using carefully researched individual securities rather than mutual funds.
We believe that a concentrated equity portfolio of 20-30 individual stocks is superior to owning hundreds or thousands of stocks.
We believe every client deserves a customized solution. From portfolio construction to financial planning to interfacing with a client’s CPA and estate attorney, we deliver a highly customized solution.