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.
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