- Your Lifestyle Achieved: we support every step of your unique financial journey, enhancing generational wealth for a sustainable financial future
- Curated Solutions: go beyond the ordinary with access to both public and private market investments offered through an independent broker-dealer. Ensuring your interests come first.
- Individualized Service: 24 hour client access, consolidated financial reporting, personalized tax awareness strategies, and a bespoke client engagement experience that exceeds your expectations.
Goals-Based Planning. Personalized Service.
Your wealth management experience, truly simplified.
- Unparalleled transparency and fiduciary care
- Independent advisor with no sales quotas or preferred products
- Total open-architecture investment platform with access to public and private market
opportunities - Upfront and transparent fees, with no guesswork
- 24 hour private client website to securely access your consolidated holdings
- Advanced financial planning tools to ensure your goals stay on-track
- Investment solutions that consider your individual objectives and tax profile
- Clear and concise performance reporting communicated at regular intervals
Customized Investment Portfolios
Public and Private Market Solutions
Public Investments
- Top-tier asset managers
- Diversified holdings to balance risk
- Tax efficiencies and reasonable fees
- Blended active – passive strategies
Private Investments
- Low correlation to publicly traded investments
- Long-term oriented investors
- Direct placement opportunities
- Non-Pubicly traded Real Estate Investment Trusts (REITs)
- High-yield strategies for income
Sophisticated Investments, Simplified.
- Real Estate
- Tax Advantaged Strategies
- Private Credit
- Low Volatility Solutions
- Preferred Income Structures
- Professional Management
Independent. Powerful Resources.
Assets Under Administration
In Operation
Investment News 2020
JD Power 2019
Figures based off Broker-Dealer, Royal Alliance Advisors, member of Advisor Group
A Client-Centric Process Focused on You.
“We build individual, trusted relationships with our investors. Whether providing
financial or non-financial advice, we’re along side, supporting your journey every step
of the way with clarity, precision, and an unwaivering commitment to help you achieve your vision of success.”
Jonathan Greenwich I Virtus Capital – Managing Principal
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