Our experience tells us that if you are looking to invest for the longer term – at least five years – and seeking the reassurance of predictable returns from strategies adjusted to take account of your risk tolerance, then you are the kind of investor who will benefit most from working with us.

New clients come almost exclusively by way of introduction from our cherished existing ones, however, we would be happy to sit down with you to review your personal situation even without a referral. Typically, our clients include retirees, successful business owners, executives and professionals who:

• Are prepared to spend some time consulting with us so that we can establish a full understanding of their financial needs, investment goals and comfort level
• Want to be involved from the “big picture” perspective but are able to delegate the time-consuming details of wealth management to us.
• Have liquid investible assets of $500,000 and up

If this description fits you, we welcome the opportunity to show you how we might work together and add value.