Private Client Group

Our team of dedicated Investment Specialists collaborates closely with the firm’s advisors and their clients to deliver personalized asset management and tailored investment portfolios — all seamlessly integrated into a client’s broader financial plan and balance sheet. By leveraging the full depth of the firm’s investment resources, we empower clients to pursue their unique financial goals, needs, and long-term objectives with confidence.

Custom Portfolio Management

Tailored investment strategies designed to align with your specific goals and risk tolerance.

Tax Transition Management

Strategies to help minimize tax impact during portfolio changes and asset transitions.

Concentrated Stock Position Strategies

Solutions to manage risk and unlock liquidity in large single-stock holdings.

Retirement & Pre-Retirement Income Planning

Ensure a sustainable income stream in retirement based on your evolving needs.

Securities and Portfolio Lending

Access liquidity without liquidating investments through tailored lending solutions.

Private Equity

Explore growth opportunities through curated private equity investments.

Private Credit

Diversify your portfolio with access to institutional-grade private credit markets.

Hedge Funds

Alternative investment strategies aiming to enhance returns and manage volatility.

Opportunity Zone Funds

Invest in designated zones while potentially reducing capital gains taxes.

Charitable Planning

Maximize your impact and tax efficiency through strategic giving solutions.

Ready to Take the Next Step?

Whether you’re new to investing or looking to refine your existing portfolio, we’re here to help.