Our “Owners, Executives and Managers” (OEM) /high net worth team, focuses on the individuals unique needs. To be effective, we work closely with our client’s accountant and lawyer to address taxation and legal issues.

These are examples of a few of the strategies we may use for the following OEM’s.

  • Individual Pension Plans (IPP’s)
  • Individual Managed Accounts
  • Risk control matrix’s

We designed three specific OEM programs to address individual needs:

  • Bronze OEM » Minimum investable assests of $100,000. and a net worth of 1 million.
  • Silver OEM » Minumum investable assets of $250,000. and a net worth of 2.5 million.
  • Gold OEM » Minimum investable assets of $1 million and a net worth of 10 million


 

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