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: firstname.lastname@example.org
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*As of 2/28/19