Independent Investment Professionals
About Us : Client Profiles
Our clients:
- Seek objective investment and/or financial planning advice and personal attention from experienced professionals.
- Often experienced a major financial life event, such as retirement or receiving an inheritance, with financial responsibilities that exceed their level of comfort.
- Are looking for a personal relationship that includes effective communications and timely responses to their requests.
- Recognize the value in delegating responsibility to trusted advisors.
- Normally have a minimum of $1 million of investable assets available for management.
Accounts that we manage for our clients include:
- For Individuals and Families
- Personal
- Trust
- IRA
- Uniform Gift To Minors Act (UTMA/UGMA)
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- For Businesses
- Corporate
- Defined Benefit Pension
- Profit Sharing
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- For Not For Profits (501(c)3)
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- For Governments
- General fund
- Agency funds
- Fiduciary funds
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