We offer our services primarily to select individuals, trustees, and institutions. Clients are located throughout the US. The parties who benefit most from our services are those seeking a lifelong investment strategy. Ideal clients typically ask us to comprehensively manage all of their investable assets. They are often successful retirees with over $1 million in investable assets. Most of our new clients come to us through referrals by clients and business professionals. They are serious about making smart financial decisions. Our ideal clients seek a trusted relationship with a professional money manager to whom they can delegate investment decisions. Tax-advantaged investing, prudent asset management, and consultative processes are usually important objectives. Our clients are often like family to us. Generally, they are kind people who are happy to introduce us to prospective clients.
