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About Us
is an independently-owned investment management firm with offices in Cohasset, MA and Newport, RI. While we are located in New England, our clients come from 11 different U.S. states and overseas. Clients of , primarily individuals and families, receive objective advice and individually tailored solutions. Because we earn our revenue from fees based on assets under management, our interests and our client interests are aligned. principals have many years of investment experience working for major global banks both in the U.S. and abroad. It is this global perspective and
network of relationships combined with individualized attention that forms
the conrnerstone of the offering.
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