Synopsis

Company: Mission & Philosophy > Synopsis > Key Points

• Customized, far-sighted & result-oriented global investment advice since 1994.
• Fewer than twenty clients/families but over $300 million
  under administration.
• Registered as Investment Advisor with the Securities and Exchange Commission, Washington (SEC).
• Our logo depicts one person advising another. We have chosen this logo to illustrate our clear commitment to service and to symbolize the personal and human side of the money management profession.