Services

INVESTMENT ADVICE

Providing well-informed, trustworthy investment advice has been at the core of what we do for over 38 years. We’ve had the opportunity to guide our clients through the highs and lows of multiple market cycles. However, we don’t simply rely on our experience managing opportunity and risk, we continue to take a rigorous approach to research, communicating with our network of advisors, managers, and funds.  We are committed to meeting each of our clients’ unique requirements and needs.

  • Individual brokerage accounts
  • Retirement accounts (IRAs, Roth IRAs, etc.)
  • Education accounts (529 Plans, Coverdell Plans, etc.)
  • Family partnerships
  • Family holding companies
  • Charitable trusts

Equity Strategy Guiding Principles

WEALTH MANAGEMENT

Many of our clients desire a comprehensive approach to their wealth management needs. As you look to your long term goals such as building your business, safeguarding your assets, or preparing for retirement, we can work with you to design a plan to build and protect your assets  – allowing you to spend more time on the things in life that really matter.

  • Investment management
  • Estate planning
  • Wealth transfer
  • Tax consulting
  • Retirement planning
  • Education planning
  • Charitable gifting

FOUNDATIONS & ENDOWMENTS

Creating a foundation or endowment is a unique way to build a permanent legacy and make a difference.  To start, we can help you design an appropriate investment policy and manage the investment portfolio. But this is just the start of the process. We will also assist your organization in adhering to governance guidelines in order to ensure the sustainability of this important part of your legacy. Our extensive experience ensures that you and your family’s contribution will have a lasting impact.

  • Investment management
  • Investment policy formation
  • Custodial and recordkeeping services
  • Gift and grant processing
  • Coordination with accountants and tax preparers for IRS filings and audits
  • Donor gifting strategies
  • Board governance
  • Legal compliance counseling

FAMILY OFFICE SERVICES

Our suite of family office services can immediately provide value to your family and estate.  With our vast experience working with many of the areas wealthiest families, you can confidently outsource many of the services required as a result of significant wealth creation.

  • Data aggregation
  • Asset reporting
  • Performance reporting
  • Private equity consulting
  • General consulting services