Our clients desire professional guidance as they typically don't have the time, interest, or experience to manage their long-term investments and financial planning themselves. They recognize that investing mistakes can have serious repercussions, and understand the importance of sound investment management and financial planning. They seek growth, and also preservation of the wealth they have accumulated.
Our clients include people dedicated to building capital as well as people and organizations that have already accumulated substantial assets. To honor our existing clients and allow us to maintain the superior level of service we desire to provide, we have established minimums in investable assets for new clients. These minimums are waived for people and organizations dedicated to building capital as well as family of existing clients. We are always happy to discuss with you your personal situation.