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Wealth Management Team

Our Wealth Managers serve as your primary point of contact. They coordinate with our investment managers to determine your portfolio's allocation and help you navigate your financial journey through financial planning and account management.

Trading and Research Team

Our trading and research team closely monitor the global markets and execute trades across client portfolios. With a keen focus on risk management and regulatory compliance, the trading and research team ensures the execution of our overall investment strategy.


For technical support, assistance on opening accounts, or making changes to existing accounts, Logan Randolph is always here to help!

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