Banking & Lending

A comprehensive suite of sophisticated solutions.

Advice On Your Entire Balance Sheet

We work with local and national banking institutions to gain access for clients to credit and lending opportunities (i.e., mortgages, home equity lines of credit, art loans, modest leveraged investing).

As your advocate, we make banks compete for your business, which typically produces better fees and better terms for you.

Mark Foster, our dedicated Chief Credit Officer, brings 30 years of banking and credit experience to helping clients get the sophisticated and cost-efficient solutions they need from their banking relationships.