Our Wealth Management service offering is for individuals and families who need or want a financial professional to assist them in accomplishing long term financial, retirement and life goals. Wealth management involves more than just selecting investments and managing a portfolio. It encompasses a number of interconnected disciplines. See “Wealth Management – Defined” for a full definition.
We offer services to clients who are looking and who have the financial and risk capacity to invest in emerging, high-growth companies, either by way of private placement offerings or in the secondary market. Qualified private clients are afforded the opportunity to participate in the transactions that are sourced and vetted by our Capital Markets Group for our institutional and ultra high net worth clients.
Generally, to participate in venture investing a client must be considered an “Accredited Investor”.