The firm provides financial services including tax-aware investment strategies, investment management, retirement planning strategies and wealth management.

“We are seeing increased demand from high net worth to mass affluent investors, particularly in alternative investments such as REITs and business development companies,” said Michael DiGaetano, chief investment officer.

“We believe Texas and Austin in particular, with its growing base of retirees and small business owners, will be an area where we will flourish,” he said.