We have never taken for granted the fact that our clients trust us with far more than their financial assets.

In order to ensure that we serve our clients to the best of our abilities and work to exceed their expectations, we have determined a need to limit the number of new clients that retain us each year. Our experience has demonstrated that with our fully integrated platform and comprehensive service model, we are best able to assist clients with the following profiles:

• Clients who lack the time, desire, or expertise (or some combination thereof) to effectively integrate the investment, retirement, estate, tax, insurance and philanthropic components of their wealth.
• Clients with a minimum of $1 million in investable assets.
• Clients who want a sound investment strategy that is disciplined, tax-efficient and globally diversified.
• Clients who see the value in integrating their advisory relationship with a firm of internal and external experts that deliver comprehensive wealth management.

There are three investment personality characteristics (one is usually dominant) that generally gravitate towards us, and us to them. They are:

• Delegators, who are generally financially competent, have little time, understand their limits and want someone else to manage the details.
• Family Stewards, whose dominant focus is taking care of their family, are conservative in their financial approach and not necessarily knowledgeable about investing.
• Investment Novices, who are confused and sometimes frustrated by the responsibility of wealth, dislike investing and the technical aspects of investing and choose advisors on the basis of personal trust.