Ethos

SOMERSET IS HERE TO SERVE YOU

We provide advice and guidance for families who are interested in complex planning and
actively managed portfolios.

WE ARE


ALWAYS RELATIONAL

We know relationships are inefficient, and we like them that way.

WE ARE


THOUGHTFULLY ORGANIC

We view planning as a living process, not a printed plan.

WE ARE


UNAPOLOGETICALLY ACTIVE

We run strategies in pursuit of alpha, but we do not chase returns.