We are an independent, private wealth management team in San Francisco. My work involves primarily personal portfolio management, but also estate planning, assisting executives with diversifying from concentrated equity positions, constructing hedges and developing corporate retirement plans.
Our clients are private individuals and small companies. While our clients come from a broad distribution of professional backgrounds, they tend to have a financial or technical education, an appreciation for planning, and high standards of client service. Most are currently in the accumulation or early retirement phase of their life cycle and looking for long term growth or conservative enhanced income investment strategies. ‘Executive of a venture backed start-up’ is the most common single occupation. Our clients will generally have an aggregate portfolio in excess of $1m and / or an average household income of greater than $300k annually.
We don't have a particular emphasis, but we have a great deal of experience with clients in the biotechnology and financial services sector.
