—Outsourced Chief Investment Officer
When Your Capital
Demands a Serious Strategy.
- Independent & Fiduciary
- Outsourced CIO Model
- Forward-Looking Capital Allocation
- Private Market Access
- Fee-Only Advisory
- Saratoga Springs, NY
— What We Do
Serious Investment Leadership,
Built for Your Level
of Complexity.
When your capital reaches the point where the decisions truly matter, you need more than a standard advisory relationship. We serve as your dedicated Chief Investment Officer, taking strategic ownership of your investment program and coordinating every dimension of your financial life.
With deep roots in wealth management and multi-family office services, we bring the rigor of institutional investment management to families, business owners, and private investors at every stage of their wealth journey. Our OCIO model gives you clarity and control, so you can focus on what matters most while we manage the complexity of your capital.
20+
Years guiding family and institutional wealth
3
Core service lines: Wealth, Corporate CIO, Private Equity
100%
Fee-only, fiduciary, and independent
— Our Services
Three Disciplines.
One Strategic Partner.
01
Family Office & Wealth Management
Holistic investment strategy, multi-generational planning, and private market access, built for anyone who has built meaningful wealth and needs a partner who takes it as seriously as they do.
EXPLORE SERVICE →
— Our Approach
The OCIO Model.
Built Differently.
01
Forward-Looking Capital Allocation
We focus on where your capital should go next. Our role is not to account for what has already happened, but to build the strategy that shapes what happens from here.
02
Institutional Discipline
Every decision is vetted with the same framework used by endowments and multi-family offices managing generational wealth, regardless of account size.
03
Full Accountability
As your CIO, we take ownership of implementation, manager selection, and performance. We stand behind our recommendations because we execute them.
04
Fiduciary Always
Fee-only and legally bound to act in your interest. No broker relationships. No proprietary products. No compensation tied to anything but your outcome.
“The decisions that shape long-term financial outcomes are made in a handful of moments. Having the right framework in place when those moments arrive is what we are here for.”
Adam McNeill, Founder, McNeill Capital
— Who We Serve
The Common Thread
Is Complexity, Not Size
Our clients range widely in net worth, age, and background. What they share is a
financial situation that has outgrown a standard advisory relationship.
First-Generation Wealth Builders
You have crossed the threshold where your capital demands a real strategy. You may not have thought of yourself as a wealth management client before. That is exactly when to call.
Business Owners & Entrepreneurs
Navigating a liquidity event, integrating business and personal capital, or building wealth outside your operating company, we bring structure and forward-looking strategy to the full picture.
Executives & Senior Leaders
Concentrated positions, deferred compensation, and equity awards require coordinated planning. We bring the strategy that connects compensation complexity to long-term financial goals.
Families Planning Across Generations
Whether you are preparing heirs, transferring wealth, or establishing governance for a growing family estate, we provide the structure and continuity that these transitions require.