Our clients are composed of three primary groups:
- Families and Individuals
- Foundations and Endowments
- Retirement Plans
While investment objectives and tax considerations vary among these three groups, they share common characteristics. Many of our clients have a primary goal of the preservation of their capital which is followed closely with an objective of gaining prudent growth. Other clients may require some level of current income along with consistent long term capital appreciation. These are the same goals of large endowments.
