CLIENTS

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High Net Worth Individuals

Families & Family Offices

Charitable Entities

Fiduciaries

Endowments

Family Trusts

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EXPERIENCE

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1000+ Family Trusts Serviced

800+ High Net Worth Individuals Plans Implemented

$2 Billion Trust Owned Life Insurance Management & Administration

(4) Domestic Equity Portfolios

(4) Emerging Markets Equity Portfolios

(4) Fixed Income Portfolios

(40) Trading on International Exchanges; China, India, Vietnam...

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FOCUS

PRACTICE GROUPS

INVESTMENT

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Philosophy

Ad-Star® Technology

Process

Managers

Portfolio Profiles

   High Growth Equities

    Blended Equities

    High Dividend & Value Equities

    Micro Cap Equities

    Emerging Markets Equities

    China Focused Equities

    India Focused Equities

    Corporate Bonds

    Municipal Bonds

    Preferred Stocks

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FINANCIAL PLANNING

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Managing Investment Risk​

​Cash Flow Planning

Personal Tax Planning

Asset Protection Planning

Administration

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WEALTH TRANSFER

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Reducing Taxes​

Avoiding Family Conflict

Charitable Planning

Plan Coordination

IRS Clearance

Ongoing Administration

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BUSINESS PLANNING

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Gift/Sale to Heirs
 Sale to Managers 

Sale to Outsiders

Shareholder Agreements

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BUSINESS SERVICES

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Accessing Private Investor Capital

Accessing Public Capital Markets

Recruiting Executive Talent

Governance - Value Enhancement

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FOUNDERS

WILLIAM STANLEY, MSFS

PRESIDENT

JAMES LAMAN, J.D., LL.M

VICE PRESIDENT &
CORPORATE COUNSEL

  DAVID EATON     ChFC®, CLU®

VICE PRESIDENT

INVESTMENT STAFF

WEI HUANG, PhD, MBA, CFA

SENIOR PORTFOLIO MANAGER

CHRISTOPHER COOLIDGE, CFA

FIXED INCOME
PORTFOLIO MANAGER

DAVID GONG, J.D., MBA

PORTFOLIO MANAGER

FINANCIAL & LEGAL ADVISORS

STEPHEN TAYLOR, J.D., LL.M

TAX ATTORNEY

MADELINE LANDRY

PARALEGAL

TYLER HAMILTON,CFP®, CLU®

FINANCIAL ADVISOR

MICHAEL ALLEN, CFP®

FINANCIAL ADVISOR

DAVID FENSTER

RELATIONSHIP MANAGER

INSURANCE & TRUST ADMINISTRATION

NATALIE WILDEMORE

CLIENT SERVICING MANAGER

MAGGIE SCHMIDT
LIFE INSURANCE UNDERWRITING
CASE MANAGER

KATHRYN TITGEN

TRUST & CLIENT SERVICING

CHRISTINA WATKINS

TRUST & CLIENT SERVICING

MICHELLE KORAN

SCHEDULING & LOGISTICS

CLIENT MAILINGS

Below you will find a sample of our most recent client mailings.

INVESTMENT MANAGEMENT

Short Squeezes
1-2021

Good News is
Bad 3-2021

Little Guys

11-2020

Downstream Investing

1-2021

Economy & Stock Market Disconnect 7-2020

Decoupling

10-2020

Navigating the COVID Market

5-2020

The U.S. Economy - Half Full or Empty

6-2020

Buy Before Listing

1-2021

Politics - A Historical Non-Factor 10-2020

China's Unnoticed Bull Market  7-2020

Time to Add Risk 4-2020

ESTATE PLANNING

Estate Credit Repeal 5-2020

Gift Low Basis
Assets 9-2019

Board of Directors 12-2019

MORNINGSTAR WEB PORTAL

SCHWAB ACCOUNT LOGIN

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