We offer an array of investment solutions for clients ranging from high net-worth investors to family offices and foundations. Wealth management includes both the holistic management of an entire portfolio as well as management of individual components including: Hard Assets, Financial Assets (Global Equities and Bonds, including Tactical Strategies) and Unique Private Opportunities. Unique Private Opportunities are offered through our strategic alliance with Iridius Capital as well as through other private investment firms and family offices. Our clients also benefit from access to our network of third-party service providers.