Transparency Notice Filings

BOULEVARD believes in its Client Promise to faithfully steward the financial resources of its clients.  In so doing, the firm carefully selects professionals with a variety of backgrounds and specializations to serve its clients in a family office environment.  The firm believes deeply in those it selects to meet client needs, and so wishes to highlight any professional history that might otherwise be misunderstood by clients, regulators, financial intermediaries or other parties involved in the daily operations of the firm.  While BOULEVARD is not required by regulations to provide any such explanation, the personal statements below from our professional(s) represents our commited effort for transparency with others and continued leadership in delivering a fiduciary standard of excellence across the retail financial services industry.