Broker Check

WHAT IS THE PROFILE OF YOUR TYPICAL CLIENT?

Clients generally fall into one or more of the following groups:

  • Those who are very busy people, such as doctors, lawyers, CPAs, business executives, etc. who simply have no time to spend on their own investments
  • Those who have time but are just not interested or willing to spend it managing their own money. They would rather delegate this task to us.
  • Those who have no financial or investment expertise.
  • Corporate clients – 401(k) programs and other longer term accounts.

Our clients will typically have investable assets in the neighborhood of $1,00,000 and above.

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