How Do We Decide Where To Expand Next?

We like to follow the intellectual capital – and the investment dollars that inevitably accompany it – into demographically attractive regions in the U.S. We find out where “smart” people live.

Then, we form clusters of independently-run firms that can provide private banking, wealth advisory and investment management services. Because we know there will ultimately be an opportunity to deliver a breadth of quality wealth management solutions, from a small, local platform.