Virtual Team Members

We are lucky enough to be aligned with some of the world’s best money managers who assist us in research and analysis, as well as other industry specialists.  Since no one can be an expert at everything, having a team of accountants, attorneys and finance industry subject matter experts is vital to give our clients comfort that they are getting comprehensive financial advice.  Some of these team members, like the CPAs and accountants, are available to be referred to if their skill set is needed by the client.