Contact
Start with a conversation.
Whether you are investing for the first time or are a seasoned investor, and whether you are a US national or based in the UK, Ireland, Canada or elsewhere — it starts with a call, then a conversation, then some decision-making.
Call us
Speak directly with the team in Buffalo. Initial calls are without charge or obligation.
- Monday to Friday, 9am to 5pm Eastern
- 2pm to 10pm in the UK and Ireland
- If we miss you, leave a message and we will call back
Or email
Tell us where you are based, what you are considering and when suits you to talk. We reply within one business day.
What we will cover on the call
- Your objectives and time horizon
- Capital you are considering allocating
- Your current portfolio, if any
- Where you are tax resident
- Which strategy profile fits