About Our Clients
Our client base consists of individuals, families and small-scale entrepreneurs. Often we are a good match because we serve clients who:
> Are smart but who lack the time and/or inclination to tackle their
investing and financial planning.
> Are put off by the confusing nature of investment products.
> Didn’t study economics.
> Want to delegate the management of their money.
> Value our services more than our fee.
We have designed our practice to serve clients who want to integrate planning and investment management into their lives but don’t know how. Our emphasis is on learning, teaching and communicating.
Our experience has shown that our clients want two things: clarity and security. Our practice exists to help clients plan their financial future. Our goal is to enable them to pursue lasting positive results. Our belief is that clarity derived from proper planning and communication is the most effective antidote to investor anxiety. An investor who understands where they are going has the confidence and persistence to weather any economic downturn.