Our private investment office was founded in 2016 by Michael Pompian, CFA, CAIA, CFP.We are comprised of a core team who previously worked together at Hammond/Mercer since 2006.
We have $2.3B* in Total Assets under Advisement.
We have a principal mindset, with a global perspective, independent research, high service level and offer conflict free fiduciary.
Contact us for further information: email@example.com
*As of 2/28/19