Investment Management - Stamford, Connecticut, United States
Our advisory firm is a registered investment advisor. Currently we are registered in CT, LA, and TX. We provide investment advisory services to individuals, high-net-worth individuals, banks and thrift institutions, corporations or business entities and other investment advisers concerning various securities, including fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements. We do not directly hold customer funds or securities and all transactions are sent to our qualified custodian which executes, compares, allocates, clears and settles them. Our custodian also maintains our clients' accounts and may grant clients access to them. We accept and enter trades on both a discretionary and non-discretionary basis.
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