An overview of the services you offer and how they will benefit the visitor.
Our resource partners actively manage positions in risk-adjusted stock portfolios. As early adopters and innovators in the now popular quantitative analytics, we have had remarkable success with many longterm clients designing and managing diversified portfolios. Our analysts also very closely follow many individual stocks and sectors. We look carefully for opportunity in undervalued companies or potential near-term growth in these liquid public securities. We offer personal financial, retirement, and highlevel tax planning. Our professionals are very experienced in these matters and welcome the opportunity to help clients with their long-term financial needs.
Private clients often have alternative investments in private debt, equity, real estate, or family businesses. If you are interested in expanding, refinancing, selling, or acquiring these assets, your wealth advisor can provide easy access to our investment bankers for advice or to facilitate those transactions. We have extensive expertise in providing debt, equity, and M&A for small and lower middle market privately held businesses located in the US or abroad. Our Investment Banking team also has many carefully reviewed alternative investment opportunities for direct investment into private debt or equity, as well as professionally managed, diversified funds focused on these types of investments.