Investment Management Services

• Develop an individually tailored strategy to meet the financial goals and risk tolerance of our clients by providing guidance on suitable assets, investments, strategies and allocation

Consulting Services 

• Business and Strategy Planning: Considering starting a business? Currently operating your own business? Or planning an exit from your current business? Talk to us.
• Oil & Gas Royalties: Clients who currently have, may inherit or are considering purchasing oil & gas royalties
• Risk Management: Review your exposure to major risks that could have significant adverse impacts on your financial plans, such as premature death, disability, property and casualty losses
• Estate Planning: Create or update existing estate plans and partner with your tax professional to minimize or avoid future estate taxes by implementing appropriate investment and estate planning strategies