Contact Us

Contact Us

As an owner-operated private firm, we’ve built a successful business on results and the relationships we’ve nurtured. We get it. And we care. Our clients know they can pick up the phone anytime and speak directly with a principal.

You may own underperforming investments with prospects that are unclear. We offer a unique and compelling solution that allows you to redeploy those assets with conviction. In helping you solve an investment problem, we begin the process of developing a relationship. The more you get to know us, the more you'll be inclined to invest your money where we put ours.

We are confident we can add value to your investment program. Why not take a moment to e-mail Josh Stewart at to arrange a no-obligation exploratory conversation? Investing a few minutes of your time to learn more about us may be one of the better decisions you make this year.

We look forward to working with you.

Address & Phone

84 State St., Suite 1060

Boston, MA 02109

Phone: 617.728.0333

Waves merge together as the tides goes out