Our Private Portfolio Management service offers a highly flexible, discretionary approach to high net worth wealth management. This is a tailored service that is typically best suited for those with investable assets exceeding $750,000.
Select Managed Portfolios
Our Select Managed Portfolio service is a more structured discretionary investment management solution. This is typically better suited to clients with smaller investment portfolios, often those in the accumulation phase or retirees with a defined benefit pension.
The Hemisphere Foundation
The private giving Hemisphere Foundation was created to promote philanthropy and estate planning by offering our clients a convenient way to simplify their charitable giving.
The Select Shares U.S. Fund invests primarily in high quality, larger capitalization companies that are listed on U.S. and foreign exchanges.
Global Investment Performance Standards (GIPS®)
The Global Investment Performance Standards (GIPS®) are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results.
