Who we serveOur Clients
Meet The TeamOur Principles
We serve approximately 200 families who are either retired or seriously planning for their retirement.
Our First Priority
We monitor our client’s financial status on a regular basis to ensure they are on track toward achieving their retirement goals. This is how we strive to adapt to your evolving needs and to the global economy.
This year, we will accept a limited number of new clients who meet the following qualifications:
- A desire for a conservative investment. Since we prioritize risk management over return creation, you should not work with us if you desire an investment approach that has the potential to maximize returns.1
- An investment portfolio (including IRA’s, 401k’s etc.) of at least $500,000. This minimum is waived for family members of existing clients. In some cases, we work with smaller portfolios that are expected to grow in the future (Inheritance, retirement plan distribution, etc.)
- We do not believe that short-term trading or market timing strategies are likely to deliver consistent returns over time. Only those with a long-term focus should consider working with us.
1All investments involve risk and are never guaranteed. Even the most conservative investments can lose money.
Get a Second Opinion
We are happy to review your retirement plans, investments, savings, income, and documents, without charge or any obligation.
“I can’t believe it took us this long to make a change. So happy that we did. Numbers don’t lie.”
John Doe, Richmond, VA