New Client Profile

Our personalized investment management is best suited for clients with a minimum of $500,000 in investments.   

Exceptions are made occasionally.

We work best with clients who:   

- Are serious and realistic about planning and investing for their objectives.

- Follow our recommendations (questions are always welcome).

- Return our phone calls and emails promptly to allow us to work efficiently.

- Agree the benefits of working with an Investment Advisor far outweigh the costs.