I've worked with them for four years now... not a pretty time for investments, but they've done better than others. They have a mix of portfolios that they manage with their internal team and others managed by outside experts. Probably strongest on alternative investments, which was why I was steered toward them in the first place. The team I work with is experienced (advisory and assistant) and pretty responsive (not perfect, but good enough). They aren't afraid to tell it to me straight, which is refreshing.
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