Who We Serve
Our clients are from various backgrounds, but they share five defining traits:
- They are entrepreneurially minded, serious investors who want to go beyond traditional ETFs and index funds.
- They look beyond the “noise” of Wall Street product-selling and seek a partner for long-term success.
- They value transparent portfolios aligned to their goals with no hidden fees or conflicts of interest.
- They understand the benefit of patient long-term investing as a path toward financial success.
- They are tolerant of holding cash in the absence of attractive investment opportunities.
Executives and Professionals
- Single stock portfolios
- Stock option strategies
- 401(k)/retirement plans
- Needs of the business vs. needs of the owner
- Selling, expanding, merging, hiring
- Philanthropy and giving strategies
- Education planning for children/grandchildren
- Giving to the next generation