Client Assets Under Advisement Exceed $600 Million

By Matthew Somberg
September 2017


Last quarter, our firm achieved a milestone: the combined assets under advisement of our firm exceeded $600 million.


When Josh Gottfried and I started working together as college interns twenty years ago, neither of us could have imagined that we would create and lead a firm that someday would manage more than half a billion dollars.


At the time, Josh and I had no experience and no clients. But we also had nothing to lose. We believed that being honest, providing great service, and treating clients like family would be the right recipe to not only find clients, but to keep them forever. Fast forward two decades, and honesty and integrity remain our company’s top core values which is expected from every person that we’ve hired.


This growth in firm assets—our clients’ assets—stems from a few different places. It’s the combination of new families wanting to work with our firm, as well as existing clients who have been with us a long time, and the terrific team we have in place.


We thank you for the trust and confidence that you have placed in us.  We value each and every one of you.