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Excalibur is Completely Independent

At Excalibur, the trust of our clients is paramount, and we strive to do everything possible to support that trust. By not selling any investment products, our ability to provide unbiased counsel is strengthened. Accounts are managed separately, with every portfolio following a well-researched, disciplined, risk and return approach to achieving each client’s goals — and individually tailored to each client’s unique growth, income and risk parameters. 


Privacy and Security of Assets

As a client of Excalibur, you will have peace of mind knowing that your assets are held in custody with some of the largest U.S. bank custodians and financial institutions. Our clients enjoy full transparency on performance and fees and have 24/7 on-line access to their accounts.


Transformative Technology

Excalibur offers clients access to state of the art financial technology to track, monitor and reconcile their wealth.  Our Fintech platform gives our clients the ability to have a comprehensive and consolidated view of their total wealth picture at their fingertips and allows Excalibur to deliver client’s strategic investment and planning advice from accurate and dynamic data.

A Culture of Integrity

Our investment professionals, working as an integrated team, embrace Excalibur’s long-standing commitment to deep research, shared integrity, and unbiased counsel. 

The Longevity of Our Client Relationships

Since 1979, we have been building trusted relationships with many clients that have lasted for decades, and we are currently working with multiple families into their 3rd generation. Our clients include families, endowments, and foundations located across the country. 

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