OUTSIDE EXPERTS Typically our clients have $1 million or more to invest. Because their financial needs are complex, they often require the counsel of outside experts. With our extensive network of experienced professionals, we can help assemble the right financial team for you. Portfolio managers. To assure your portfolio is fully diversified and your assets are allocated appropriately, we offer the subadvisory services of outside portfolio managers. We coordinate with top money managers in niche asset classes to complement our core strategies. Planning. We have strong relationships with a wide array of estate attorneys, accountants and financial planners. We can help you find the best people to help you with your particular needs.