Client Profile

Our typical individual client will have $250,000 or more in funds available for investment and an investment time horizon of several years. 

They will understand they are not likely to get rich quick in the market, and will instead be looking for positive results over time. 

They may have tried to "do it themselves" with mixed results, or may realize they do not have the time, or the know how, to invest in the markets themselves. 

They often seek our help when changing jobs and rolling over existing 401k accounts, or after finding themselves with excess cash after having received an inheritance or proceeds from the sale of their business or assets like their homes or other investment properties.