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You’ve earned a higher
level of service.

As a Private Client, you get more than just a personalized portfolio, you get a team dedicated to helping you reach your goals. Tap into our expertise in legacy planning, private equity, and more.

$16.5 Billion

Over $16.5B assets under
management

As of 1/31/21

4,680+

Private Clients in all
50 States

As of 1/31/21

$9.13 Billion

Private Client assets
under management

As of 1/31/21

We fully 
invest in you.

Our personalized portfolio management takes your legacy holdings and cost basis into account, with an emphasis on institutional-style diversification and risk management.

Portfolio Customization

We take all your investments and assets into account when building your portfolio and come up with a game plan in helping you with stock options, private company stocks and highly appreciated securities.

Tax Efficiency

We minimize your tax liability by using municipal bonds, and tax-managed individual stocks. Your income generating assets are put in tax deferred accounts and capital gain generating assets are put in taxable accounts.

Suite Of Private
Banking Services

You get a broad, life-simplifying suite of products and services exclusively for Private Clients through our partnership with BNY Mellon.

Private Equity Access

Access a diversified basket of private equity investments to build a portfolio previously only accessed by large, institutional investors.

Get more as a
Private Client.

Comprehensive Investment Strategy

We start by listening to you, through discussions with your advisors, then we take a look at your Dashboard to build a personalized portfolio. As your life changes, the strategy adjusts and adapts, so it aligns with your changing needs.

Holistic Financial Planning

Our Fee
Structure

We charge one all-inclusive annual management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Michelle Brownstein

Ready to reach your goals?

Let’s start the conversation about becoming a member of our Private Client Service. You can reach us directly by phone, email or schedule a call with one of our advisors.

855.855.8005

[email protected]

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