Who We Serve

Our usual client is the high net worth individual. Account minimums at the household level are presently $500,000. We encourage clients to work with us in our fee-based model because we find it is the most cost-effective approach and gives maximum flexibility to manage risk. Our fees are extremely competitive. In certain cases, we offer the option of a commission account rather than a flat fee if that is economically beneficial to you. Fees should never be an obstacle to a long-lasting relationship.
Our primary focus is Risk-Tolerant Portfolio management, designed specifically for each client. This includes analysis of an existing portfolio, rebalancing, perpetual monitoring, and research. 
In addition, we offer the following : 
  • We manage clients’ investments into and through retirement. Our goal is to be your ‘Family’ Advisor; 
  • We engage in your estate planning (your attorney or one we can recommend); 
  • Tax and Financial planning (your accountant or one we can recommend); 
  • Cash flow analysis and ways to improve quality income generation.