PRODUCTS AND SERVICES OVERVIEW
PRIVATE EQUITY
Early stage and special situation investments in private and publicly-held operating companies
PRIVATE WEALTH MANAGEMENT
Individually managed taxable and tax-qualified accounts for High Net Worth individuals.
MANAGED ACCOUNTS
Institutional ERISA and non-ERISA accounts invested in small cap core equity, small- smid- and mid-cap growth equities, or a variety of convertible security strategies.
HEDGE FUNDS
Qualified Purchasers only; domestic and off-shore.
