OUR PROCESS
Although independent, we rely upon a team of established and reputable firms to provide our clients with world class service. We start by opening a client account at Interactive Brokers and then, after thorough research, place our client assets in investments funds managed by some of the biggest Wall Street firms.
Interactive Brokers, LLC
Consistently ranked by Barron's as one of the top brokerage firms in the US, Interactive Brokers is where client funds are kept. We place all of our trades and investments through Interactive Brokers, with each client getting his or her own personal account. To learn more about Interactive Brokers, check out their website.
Goldman Sachs
Goldman Sachs Asset Management is one of our heaviest allocated fund providers. Goldman has weathered many market storms and has become a household Wall Street name. We often utilize both their equity and fixed income exchange traded funds (ETF's). To learn more about Goldman's ETF offerings click here.
Van Eck
An old family-owned firm headquartered in New York, Van Eck provides more nuanced funds that focus on particular sectors of the market. We like using them to add that extra layer of diversification a portfolio needs. To learn more about Van Eck click here.
Minimum Investment
We are a high quality practice, not a high volume practice. We always want to have time for our clients, and thus require certain minimums for new clientele. Our minimum investment is $100,000 per account. If someone does not meet the minimum but still seeks asset management or financial advice, we will simply charge a planning fee dependent on the complexity of the financial situation.