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Welcome to

Innovatively structured portfolios that accommodate unique niche opportunities: this is the concept underlying our sophisticated solutions and in fact our group’s very existence. Find out what we do, how we do it, and how we perform.

Corporate structure

Click to enlarge image to see our corporate structure


Invitation from the President

Dear Investor

Welcome to our website. Feel free to discover how we work to outperform your expectations no matter what your needs and objectives may be and how we turn our approaches into your advantage. Do not hesitate to get in touch with our dedicated team to discuss your expectations individually and see how we will be working to meet and exceed them.

Our Team

When it comes to workforce, innovation to us means professional backgrounds as varied and broad as possible. Together, we combine more than 100 years of professional experience in financial services, including investment management, estate planning, and banking.

Market Voice

“Renewable electricity generation from technologies that are commercially available today, in combination with a more flexible electric system, is more than adequate to supply 80% of total U.S. electricity generation in 2050 while meeting electricity demand on an hourly basis in every region of the United States.”

National Renewable Energy Laboratory
U.S. Department of Energy