Private Advisory

Private Advisory serves a mix of individual clients (including high-net-worth individuals), trusts, estates, charitable organizations, and small businesses with ongoing investment management and comprehensive financial planning. Services offered include portfolio management, retirement and cash‑flow planning, tax and estate planning support, insurance review, and coordination with outside professionals for implementation.

The firm implements discretionary, model-driven portfolios that blend equities, fixed income and alternative exposures, while individual advisory representatives retain latitude to tailor allocations or select third‑party managers as needed. For qualified clients it offers a separate performance‑based fee option that is calculated periodically and run through a distinct, higher‑turnover, less‑diversified model, with structural safeguards intended to mitigate the associated conflicts of interest.

Private Advisory is notable among peers for offering performance‑based fee arrangements and for using client testimonials in its marketing, both of which are uncommon for multi‑team firms. Other distinguishing practices described in the brochure include use of option box‑spread strategies as a form of synthetic lending and the availability of concierge services and firm‑funded outside professional support for larger client relationships, each of which can affect custody, tax, and operational arrangements.