Average Client-to-Relationship Manager Ratio
of successfully serving the ultra-high-net-worth segment
in total client assets
"Best Philanthropic Client Education"
by Private Asset Management Awards 2018
"Best Private Wealth Manager in Client Service Over $5 Billion"
by Private Asset Management Awards 2017
fulfilling the needs of over
600 CLIENTS nationally
Backed by the
with more than $2.0 trillion in assets and more than 160 years in business