Client Login


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Contact Information

If you’re not sure who to contact, feel free to reach out to any one of us, and we will direct you to the appropriate person. You can also create a general inquiry using the tool below.

Anat serves as the primary point of contact for most clients, and is the best person to reach out to for questions about our process or working with us.

Michael handles all investment duties within our practice, and can field your questions regarding the markets, investment performance, and other related matters.

Michelle is in charge of scheduling, money movements, and all other administrative needs.

General Inquiries