The approach that we propose is not for everyone. We recognize that people have different wants and are more comfortable with certain investment styles and methods. Typically our 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 $350,000