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Each of our professionals is expected to do their best for our partners, anything less than the expected requirements is not tolerated by the company. Corporate Mission We will show a healthy interest in our clients ambitions; our team will support and provide the right knowledge and tools with the aims of adding growth. Our clients can rest assured that we have their interests at heart and that we will not do anything to the detriment of their company. Establishing that we reach the goals and aims for our clients comes down to our company working as a team. Being a boutique company we have less red tape and can move more dynamically than the larger corporations. This advantage means we are focused in our approach to all our business dealings.

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Credit Suisse Hires Veteran Tech Banker From Merrill - NYTimes.com Credit Suisse has hired Chris Gaertner fromBank of America Merrill Lynch as a high-ranking technology banker, the firm announced in an internal memorandum obtained by DealBook on Tuesday. When he starts in July, Mr. Gaertner will become a managing director and the head of global corporate finance for the tech group, according to the memo from Mark Simonian and David Wah, Credit Suisse's global co-heads of technology, media and telecom investment banking. Read Full Story The LMT Wealth Management Group - Merrill Lynch Financial Advisor With nearly 100 years of financial industry experience, the LMT Wealth Management Group offers knowledgeable advice and service. We work with affluent families, foundations, endowments, corporate executives and successful business owners who value the in-depth investment planning approach we bring to the relationship. We use a disciplined long term approach to investing designed to preserve and grow wealth by balancing risk and return. Our team also brings a disciplined approach to quality client service providing regular contact and reviews of portfolio performance Read Full Story Duo teamed up to form financial planning group at Merrill Lynch - Houston Business Journal As the recession unfolded, discussions about whether the financial system will collapse are largely behind Tyler who says his clients can now afford to think much more rationally, take risk and expect returns. But the investors went through a long, trying mental process to get there, he said. "Now they can put their toes in the water," said Tyler, vice president and financial adviser at Houston-based Hulburd/Tyler Group, a wealth management practice under the private banking and investment group at Merrill Lynch. "That might come in the form of some high-quality fixed income, some high-quality municipal bonds. We're now to the point where they're starting to think about high q