Our Services
As the world evolves, so do the financial products in the market. Therefore, choosing the ones to best meet your needs can be quite complicated, and that is why we are here to help.
*Asset allocation or diversification do not guarantee a profit or protect against a loss.
+You should be aware of and carefully consider the following points before determining whether alternative investments are appropriate for you. Alternative investments include, but are not limited to, investments in hedge funds, fund of hedge funds, CTAs, private equity funds, real estate funds and managed account platforms. Alternative investments are very speculative and are highly risky. Alternative investments are not regulated. They may employ speculative and risky investment strategies. They may have limited liquidity and carry high management fees. They may have little or no operating or performance history. Past performance is no guarantee of future results. There are no guarantees of profit.
THE ABOVE GENERAL SUMMARY IS NOT A COMPLETE LIST OF THE RISKS AND OTHER IMPORTANT DISCLOSURES INVOLVED IN INVESTING IN ALTERNATIVE INVESTMENTS AND, WITH RESPECT TO ANY PARTICULAR ALTERNATIVE INVESTMENT, IS SUBJECT TO THE MORE COMPLETE AND SPECIFIC DISCLOSURES CONTAINED IN SUCH ALTERNATIVE INVESTMENT'S RESPECTIVE OFFERING DOCUMENTS. BEFORE MAKING ANY INVESTMENT, AN INVESTOR SHOULD THOROUGHLY REVIEW AN ALTERNATIVE INVESTMENT'S OFFERING DOCUMENTS WITH THE INVESTOR'S FINANCIAL, LEGAL AND TAX ADVISOR TO DETERMINE WHETHER AN INVESTMENT IN THE ALTERNATIVE INVESTMENT IS SUITABLE FOR THE INVESTOR IN LIGHT OF THE INVESTOR'S INVESTMENT OBJECTIVES, FINANCIAL CIRCUMSTANCES AND TAX SITUATION.
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Our Team
Learn more about our amazing team of professionals.

Lewis Shore
Principal

Jon Morgan
Principal

Marya Young
Principal

Adam Osterling, CFP®
Chief Compliance Officer & CERTIFIED FINANCIAL PLANNER™ professional

Elyse Remick
Executive Administrative Assistant

Mikel Zeidenstein
Chief Investment Officer

Garin Rydalch
Director of Investments and Client Services

Nicholas Hixon
Client Service Specialist

Wendy Nichols, CPA
Controller
