Dwight Jefferson, CIMA^®, Associate Director, VP, Associate Portfolio Manager
Tyler Steele, CFA, Associate Portfolio Manager, Investment Advisor
Paul Rietkerk, CIM, FMA, Associate Investment Advisor

Wealth leadership for affluent families, endowments and foundations

We provide sophisticated portfolio construction and tax efficient strategies in a service model that approaches that of a family office to ultra high net worth families, entrepreneurs, endowments and foundations.

Our other area of specialization is offering high-quality deal flow that brings our clients exciting investment opportunities.

We are partnered with Macquarie Private Wealth because we are attracted by the firm’s forward thinking attitude, entrepreneurial drive and global reach and resources that enable us to offer a truly unique service to our clients. 
 

The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.