Our clients are comprised of a select group of high net worth individuals and families, and certain non-profit and institutional entities. It is our responsibility to shepherd their capital, providing them with the best opportunity to achieve their financial objectives.
By limiting the clients with whom we work, we are able to focus on each client relationship, thus giving us the best opportunity to truly understand what each client is trying to accomplish. This, in turn, enables us to construct an appropriate investment portfolio and to ensure that each client’s unique wealth-planning needs are properly addressed.
We manage between $2 million and $20 million on behalf of our typical client. We do not have a minimum relationship size but we do assess a minimum annual fee of $20,000.