Who we serve

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.

• 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.