Wealth Platform Independent RIA with a focus on high net worth families and foundations, presenting an opportunity to expand relationships with multi-generational wealth holders and charitable entities seeking outsourced CIO/CSO services.

AUM Growth Current assets under management approaching 1.7 billion across a small client base signals potential for scalable growth through targeted outreach to additional families and foundations seeking sophisticated macroeconomic, education-driven wealth management.

Strategic Partnership CIO involvement with Dr. Henry Kaufman’s family office suggests a credibility signal and potential for joint ventures or referrals with elite advisory networks and reputable economists, enabling premium service offerings.

Tech Enablement Diverse tech stack including AWS, Drupal/WordPress, and modern web tools indicates readiness for digital client engagement, reporting enhancements, and scalable online onboarding for new high‑net‑worth clients.

Market Activity Active quarterly investment adds across diverse equities signals a willingness to expand client investment mandates; a sales opportunity exists to offer enhanced research products, bespoke alpha, or outsourced CIO services to new prospects seeking similar strategies.