Overview

We work with our clients to craft personalized portfolios based on their financial and non-financial objectives, constraints, and risk tolerances. The investments in your portfolio may include:

Equity securities – exchange-listed, over-the-counter, foreign issues
Option contracts on securities (no commodity contracts)
Warrants
U.S. Government fixed income securities
International fixed income securities
Corporate debt securities and commercial paper
Mortgage-backed securities
Municipal securities
Partnerships – real estate, oil and gas interests, private equity, venture capital
Proprietary partnerships – funds of funds and special purpose vehicles