Strength, Safety & Stability

ith most advisory firms you are actually giving the custody of your money to the same firm that is managing your money. This flawed format was most evident in 2008 when several large firms failed or took shot-gun weddings to save themselves. Most advisors still use this format, and that puts your money at dramatically increased risk. You don’t need that risk in the years ahead. Our experience managing sophisticated endowments and foundation portfolios provides a uniquely safer custodial structure for your money than offered by the banks and brokerage firms most people use. We are structured differently to provide you the protection that others do not.