We are experts in research-driven money management, comprehensive wealth advisory, and investment
management in Charlotte, NC. Whether you seek wealth management, investment management, financial and
estate planning or family office and consulting services, our integrated model provides you with a framework for
pursuing your personal, institutional and financial ambitions.

We are inquisitive by nature and our irrepressible desire to ask “why?” fuels our passion to understand our clients and uncover value in the marketplace relevant to you.

Our fundamental research process is at the core of everything we do. 

Radcliffe Camera at the Bodleian Library, University of Oxford

Millions saw

the apple fall, but Newton was the one who asked,

“Why?”

Bernard Baruch

The Principia by Sir Isaac Newton