We are moving in a new direction!
After 35 years as a registered investment advisor with a specialty in serving the non-US HNWI client, we are make big changes in our services.
What we are not doing:
We are no longer registered as an investment advisor in any state in the US.
We are not accepting new advisory clients.
What we will be doing:
Our plan is to move into the area of non profit consulting.
What we will offer and whom we will serve is being determined ....