Christopher St. Laurent has over 23 years of experience in the financial services industry working with high net worth clients, non-profit organizations and institutions.  Throughout his career, his passion has always been working with clients in helping them understand the financial markets, developing & implementing strategies to address their financial goals and being a resource for creative ideas and access to industry experts.  He brings extensive experience in asset allocation theories, manager due-diligence, structuring customized investment strategies and working with institutional clients in the development and ongoing review of Investment Policy Statements.  He strongly believes in the “Process” of successful investing and the importance of controlling a portfolio’s overall cost structure. 

Austin is our Marketing Associate/Analyst. He enjoys working with our clients in helping them with day to day issues that may arise in the pursuit of their financial goals.  He plays an important role within the firm by supporting our team’s efforts in the areas of research, technology, marketing and client service.  He specializes in conducting quantitative and qualitative analysis on the many investment products available and helping our team cut through all the jargon and uncertainty of these products, so we can serve our clients with confidence.