Asset Management Options

Based upon their investment needs, clients are directed to:

Lepercq de Neuflize Asset Management LLC

Traditional money management is conducted through Lepercq de Neuflize Asset Management LLC, which has a sub-advisory agreement with its joint venture partner, Tocqueville Asset Management LP.

Tocqueville is comprised of an experienced group of investment professionals who adhere to a contrarian value investment philosophy. The primary objective is protecting clients’ long-term capital from the erosion of inflation and taxes. Tocqueville services both private and institutional clients comprised of corporate pension plans, foundations and endowments.

Lynx Investment Advisory LLC

Clients are provided with investment consulting services through Lepercq’s Washington, DC-based affiliate, Lynx Investment Advisory LLC.

Lynx offers financial services to institutions, individuals and not-for-profit organizations, and creates a unique set of solutions for each client by assessing risk-tolerance and return requirements, constructing an asset allocation, selecting investment managers and evaluating portfolio performance. Its investors are afforded access to the same investment techniques and sophisticated analytical tools usually available only to the largest institutions.

Blue Bridge Wealth Management Consultants, Inc.

Clients may also be directed to Lepercq’s Canadian-based affiliate, Blue Bridge Wealth Management Consultants, Inc.

Blue Bridge is an independent consulting firm assisting high net worth individuals and family offices to clarify their needs and to select, on a worldwide basis, the most efficient managers. Wealth management services offered by Blue Bridge range from standard asset allocation advice, tailor-made for individual needs, to sophisticated strategies involving non-traditional financial instruments.