Who We Are
Noesis is a Registered Investment Advisory firm, founded over 24 years ago. We have a fiduciary commitment to our clients, which means we live by a simple rule: always act in the best interest of our clients. We are independent, which means we are not tied to any particular family of funds or investment products and we have a transparent fee structure. As a result of all these practices, we have been able to create and maintain close, lasting relations with our clients.
What Best Describes Us
INTEGRITY: As fiduciary we are bound to act in the best interest of our clients and to exercise with care and good faith the management and preservation of your assets.
INDEPENDENT & SAFE: As an independent advisor we are not tied to any particular investment product. We use independent custodians to hold and safeguard our clients’ assets.
TRANSPARENCY: Our fee is based on a percentage of the assets that we manage and nothing more. We do not receive incentives to recommend investment products.
CLIENT FOCUS: We are proud to serve families with international ties, professionals, families in business, independent women and ex-pats living abroad, among our varied client base.
Our Mission
To be the most trusted advisor providing financial peace of mind.
No-e-sis is a Greek word meaning “the process of acquiring knowledge”. Our ongoing commitment to learning is the cornerstone of our philosophy. Obtaining knowledge, then applying it diligently, is paramount to our clients’ long-term success.
Why Us?
COLLABORATIVE PROCESS
We listen to you. We simplify complex situations and provide tailored recommendations. Our team will give you a clear plan to prepare you for the future.
SERVICE CULTURE
We cultivate close relationships with each family and organization we serve. Our relationship goes beyond service: we know our clients’ families and our clients’ families know us.
FOCUSED ON YOUR GOALS
Your needs are unique; successfully meeting them is our charter. Together we will identify the goals and create solutions.
TEAM WORK
Appropriately managing wealth requires a team approach. Noesis has a multicultural team with different skills and educational backgrounds, which gives us an advantage when helping those we serve.