Whether their goal is to construct an equity, fixed income or balanced portfolio, Shenouda’s portfolio manager helps clients define their wealth management objectives and then design a customized portfolio strategy to achieve them
We make every effort to be independent and objective in the advice that we provide and we will succeed or fail on the basis of the integrity and quality of that advice. Importantly, because each employee is highly motivated to “go the extra mile” on behalf of our clients.
We simplify the lives of ultra-high net worth families, offering concierge and bill paying services, defining family mission statements and finding tax-smart ways to preserve complex legacies across multiple generations.
We provide Retirement Plan Consulting Services to businesses and institutions seeking a consultative approach to program development, participant education and investment advisory solutions.
We put young, high earners on track to building lasting wealth, coaching them on budgeting and bringing key considerations to the forefront they never would have anticipated on their own—from tax-efficiencies to life insurance.
We help wealthy families protect their success, refine their investments, and provide for the people and causes they care about—sometimes, even doing a little yard work for an elderly widow here and there along the way.