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High Net Worth Wealth Management

Private Banking and Custody Services through RBC (Royal Bank of Canada) Portfolio Modeling and Allocation Review Direct Stock and Bond Trading and Portfolio Construction Access to over 2,000 Separately Managed Fund Companies Alternative Assets Class Advisory:  Private Equity and Hedge Funds Private Company Investing Insurance Credit and Finance Solutions Estate Planning Family Office Management and Development

Open Architecture for Wealth Management

Open Architecture allows us to provide a true advisory model to our clients. Large banks and trust companies have a shelf of products approved for a bucket of clients. We cater investments and structures that fit each client. It may be a larger bank product or most likely one that is unique and not widely offered. We have the ability to study and examine a much larger sub set of what a client needs. Once you look past the walls of a large bank you can see the entire forest.


Scotty George, Chief Investment Strategist – Mr. George is the Chief Investment Strategist for Alexander Capital L.P., and creator of ArlingtonEconometrics, a proprietary quantitative market analytics tool. He has over 30 years experience on Wall Street… read more Jared Abrams, Associate – Mr. Abrams has been in the securities business for nine years. He began his career interning at KCCI, Ltd an institutional broker dealer… read more


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