Our legacy firm was founded in 1967. We are an investment counsel firm registered with the SEC and located in New York City. In 2022, we joined CI Financial to become a partner firm of CI Private Wealth. CI is a permanent strategic partner who is committed to investing in our business, while enabling us to maintain—and amplify—the essence of who we are. Through our collective expertise and experience, we are able to simplify and solve even the most uniquely intricate of situations.


What to expect

  • We provide holistic advice and make it our goal to become the people you call first with any financial questions or challenges
  • We are fiduciaries and are legally responsible to act in your best interests
  • We serve as the coordinator for your team of tax, legal and other advisors to bring all aspects of your wealth together


Total Employees


Investment Professionals


Years in Pension Plans


Dedicated Security Analysts


Discover more about what makes us profoundly different.