Well-versed in three primary concentrations:WEALTH ADVISORYWe partner with you to develop a long-term wealth accumulation plan that is aligned with your goals with the ability to evolve to life’s circumstances. We utilize tax minimization strategies and other planning techniques to ensure efficient investment returns and tax-efficient intergenerational wealth transfer.INVESTMENT MANAGEMENTWe’ve created a smarter way to invest – a method that includes custom portfolio construction, where every account is managed separately, and with tax and cost efficiency as top priorities. We also make term portfolio insurance and single position insurance available to clients through publicly-traded derivatives markets.EXECUTIVE SERVICESCompany officers and business owners face a unique set of challenges when it comes to tax-efficient diversification. We understand these challenges and work to develop a plan that works for you.

• Assisted Third Avenue Management's Small Cap Value Fund portfolio managers in conducting qualitative and quantitative analysis of equities across a wide variety of industries. Responsibilities included building company models and screening tools utilizing Capital IQ, participating in management calls and scrutinizing public filings. • Responsible for reviewing weekly screens and presenting opportunities worthy of further research. One of the companies highlighted was acquired at a substantial premium during the due diligence process. • Co-authored investment memo and lead discussion with full Third Avenue investment team.