Asset Management

We provide comprehensive investment management, financial planning and fund management solutions to an array of clients including private investors, institutions, pension plans, government funds, trusts, estates, foundations and endowments.

Execution Services

For almost 30 years, we have built a team of seasoned traders who provide superior service, expertise and speedy execution to our clients in equities, options, bonds and currencies.  We are an agent, managing trading volumes and finding liquidity discretely.

Institutional Research

The seasoned Merger Arbitrage team provides deep insights into the financial, legal and regulatory aspects of announced merger and acquisition deals in the U.S. and Canada that are greater than $500MM.

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