We help high net worth individuals remove the guesswork from investing through our academic approach.

Financial Advisory Firm

what we do

We manage ~$1.7 billion in assets and serve as an outsourced Chief Investment Officer for individuals and foundations.

Our investment and wealth planning services can be tailored to meet your specific goals. We deliver exceptional service, customized to your individual preferences.

what we don’t do

As a Fee-Only wealth management firm, we do not sell commissioned products. You can feel confident that your best interest is our exclusive goal.