Broker Check


Our focus is to offer innovative financial solutions based on thoughtful analysis and in-depth understanding of your organization's specific situation. Backed by a team of investment and wealth management professionals, an accredited investment fiduciary serves as your single point of contact. This provides you with a one-on-one experience that addresses your organization's distinct goals and motivations, so that only the most appropriate financial solutions are recommended.


  • Due Diligence Reviews performed by Accredited Investment Fiduciaries
  • Implementation of Investment Strategies with appropriate Investment Vehicles
  • Portfolio Management and Progress Monitoring

Our private wealth management group coordinates multiple strategies, specializing in fiduciary accountability and customized reporting capabilities for institutional investors. Utilizing Bank of New York Mellon Wealth Management, we serve as a liaison to industry leading service for:

  • Endowments and Foundations
  • Health Care and Not-for-Profit Institutions
  • Corporations
  • Corporate Retirement Plans
  • Taft-Hartley Organizations

Through a deep understanding of the requirements of board members, we are able to help our institutional clients realize their goals and leave a lasting legacy.

To find out about your Fiduciary Excellence Assesment take your self-assessment now.
For more information please email us at  or give us a call 888-376-6460