Money at work
20+ years of helping our clients create and manage wealth
Who are we?
For over 20 years our mission has been to help our clients create and manage wealth. We pride ourselves on being industry leaders, not only in performance but also in innovation. Proof of our success is more than $2 Billion in capital raised for our corporate clients, over $1 Billion in assets under management and over $2 billion in assets under administration.
Our goal is simple - to be the premier Wealth Manager and Advisor in the communities we serve through our client-first approach. We are a regional private bank which makes us especially attuned to the unique needs of our local clientele. We consistently introduce original products carefully designed with these needs in mind. We have also cultivated key relationships with best-in-class global partners that help us deliver the gold standard in investment management solutions.