Business Description
We are a fee-only, wealth management firm, specializing in managing corporate executive investment assets including stock options, warrant, and restricted stock from pre-IPO through post-IPO lock-up period. We manage the process, strategy and diversification of the options and stocks once liquidated. Whether they are annual grants, new hire grants, incentive stock options, stock warrants or restricted stock, we provide guidance on when to sell, hold and exercise and then diversify your holdings. We serve the investment needs of corporate executives, entrepreneurs, individuals, families, endowments, and foundations based on our principals of confidentiality, availability, integrity, honesty, and transparency.
