We have developed specific strategies to aid clients in achieving their financial goals. These solutions fall into three main categories.
- Strategic Accounts are broad based diversified portfolios designed to aid clients achieve their financial goals. Typically, fees are added with assets under management.
- Capital Accounts are speculative portfolios designed to achieve above average market returns. The fee structure has been designed around shared profits between the client and manager.
- Tailored Solutions can range from designing option strategies for large concentrated stock positions to direct real estate holdings, which produce consistent income. The fee structure is reviewed on a case by case basis.