The approach that I propose is not for everyone. I recognize that people have different wants and are more comfortable with certain investment styles and methods. Typically my clients are business owners, professionals and executives who:

• Want the personal attention and premier service afforded by their success.
• Understand that there is no long-term benefit to chasing the hottest stock or manager.
• Like to have their accountant, lawyer, and investment advisor working together as a team.
• Appreciate the benefits of following a clear investment strategy assisted by experienced and dedicated professionals.
• Want to know exactly how much they are paying for the service that they receive.
• Want to preserve their capital and earn a reasonable after-tax rate of return without a high level of risk.
• Have a minimum account size of $250, 000