Marshall H.

We are a registered investment advisory company that helps individuals, entrepreneurs, startups and growing companies with investment and financial decisions. WHY WE DO. Managing investments, developing ideas and starting companies can be overwhelming, this is why we do what we do. As a financial consulting and investment advisory firm we are able to assist individuals and businesses with tough investment and financial decisions. WHAT WE DO. We advise clients on investments in both the public and private markets, and consult startups and growing companies on idea development and corporate finance issues. In addition, we offer consulting on business or asset valuation and mergers and acquisition due diligence. Our alternative investment services include actively managed funds covering direct private company investments, venture capital, private equity and real estate.