$100,000 – $1,000,000
An alternative to the generic “robo-advisor”, the EIA is designed as a superior investment tool for the masses. The ease of electronic onboarding combined with perpetual active management gives clients the best of both worlds.
$1,000,000 – $20,000,000
A holistic suite of investment services to guide affluent families through the complexities involved in managing wealth.
A la carte, or all-inclusive, services designed for the ultra-high net worth families including investment management, financial planning, estate planning, their education, net worth reporting, document management, and expense management.