We offer a full and comprehensive range of financial and wealth management services, either directly or through relationships with partners or affiliates, including:
- The company has also partnered with Onyx Management to provide business development, strategic planning and other general management consulting services to both profit and not-for-profit firms. Onyx Management is headed by James Marshall, a long-time business associate of Michael Allison and Allison Asset Management Systems. Mr. Marshall earned his B.A. (cum laude), M.Ed and MBA degrees from Harvard.