Although we offer our services to a number of investors, all of our clients have substantial portfolios and seek professional advice on how to manage their assets and plan for their future. Some of our clients are entrepreneurs; others are families of all ages with significant financial assets to invest and who need advice to manage their wealth. People who accumulated large sums for their retirement are also part of our target customers.
Many of our clients have been referred to us by family members, and our team always welcomes these references.