|
|
|
Our Preferred Client
Our investment philosophy and management approach work best for the following client situations:
1. Individuals. Clients who share our long-term, disciplined attitude towards investments. Clients who value investor education and a high level of service and who have investment assets of at least $250,000.
We do accept smaller accounts in certain circumstances especially if additional assets are being regularly added.
2. Retirement plans. Our emphasis on asset allocation, diversification and risk assessment is especially appropriate for profit sharing, 401k , SEP and Keogh plans.
3. Trusts. Our investment philosophy and reliance on the principles of Modern Portfolio Theory provide trustees with the best possible assurance that they will meet their fiduciary responsibility.
4. Special circumstances. We provide trusted assistance for those who:
- Have sold a business
- Have received an inheritance
- Have reached retirement and are weighing retirement plan distribution options
- Have received assets in a divorce proceeding
- Have received a legal settlement or other financial windfall
If you think we may be able to help your situation, we encourage you to accept our free initial consultation to determine if we can work together to attain your goals.
|
|
