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, airline pilots, 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 $1,000,000 and above.