approach enables us to construct portfolios that fit the risk tolerance, growth expectations, and income needs of our clients. We specialize in wealth-management of individual assets, endowments, foundations, pension funds

professionals and their families reach their financial objectives. Many financial advisers are focused on portfolio growth, butto our clients and help them preserve as much of their retirement funds as possible. Theboth David and Maksym have satisfied the requirements for a PFS designation from the American Institute