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We are an independent registered investment advisory firm based in Princeton, NJ serving clients on a global basis.

  • Our Mission:

    We built our firm to provide our clients a different financial advisory experience; one that is customized and benchmarked to our clients´ goals, and offered only with their best interests in mind.

  • Our Clients:

    Our clients include high net worth individuals, families, and institutions. We offer our advice on a holistic basis or based on an individual mandate, whether it be in equities, fixed income, or alternative investments. Client engagements begin with assets of $1 million.

  • Our Market Insight:

    Co-President Tom Sowanick is the former Chief Investment Officer of Merrill Lynch Private Client Group where he spent over 25 years in research. Co-President, Frits Besselaar, has over twenty years experience managing Alternative Investments for his family office.

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