Our expertise

We are a highly experienced financial team with over 30 years of experience in equities trading. Drawing on this extensive track record, we specialize in providing transactional investment leadership to individual investors and public companies, alike.

We work closely with all clients, regardless of asset size, to assist them in building upon their investment capital, protecting their money and minimizing taxes. Each and every client is valued—as is every point of interaction we have with you. In everything we do, we commit to offering our clients a high degree of personal attention, expertise and integrity.

Public company asset management

One of our unique specialties is administering the holdings of public corporations. We work directly with directors and officers of a variety of public companies in the area to execute the purchase or distribution of their shareholding positions. We also assist companies with exercising employee stock options.

Innovative ideas and services for accredited investors

We also offer select services to accredited clients who possess high levels of investable assets and considerable financial sophistication. They come to us for above-par service and innovative investing ideas.