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Are We a Good Fit for You?

One of our clients is pictured on this page with my sons. Our best clients are successful people who understand that money is a means to an end. While they may be young or old, they have some things in common:

1. They know who they are and what life goals their money is intended to support.

2. They are looking for steady gains with reasonable risk, not a roller coaster ride.

3. They are reasonably experienced investors who have saved and invested for 5 years or more and worked with multiple investment advisors in the past.

4. They understand the value of long-term business relationships where trust and loyalty are mutually built over time.

5. They have realistic expectations, but they never take their eye off the bottom line.

If you have most or all of these characteristics, then you may find us a good fit for you and your family.

While over 70% of the assets we manage are from client relationships of $1 Million or more, we do not have an account minimum for our clients. We focus on relationship compatibility and the degree to which prospective clients like you understand and value what we do.

Several of our clients who meet the criteria above have agreed to serve as references if and when it is appropriate.

Please contact us.

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Better and Cheaper Portfolio Construction and Risk Management