Managed Asset Programs

Our Wealth Management group provides discretionary account management services to certain high net worth clients, and also assists clients in developing asset allocation strategies for the management of their accounts through a program using multiple third-party asset managers. We provide and array of diverse offerings, including fund of funds, unique private equity and customized structured solutions, all selectively tailored to meet client objectives. Our professionals take into consideration the spectrum of client parameters, including asset allocation, risk tolerance and investment objectives to develop highly customized and dynamic investment models.