All of our clients are our “top” clients.
Our “typical” client is anything but typical. Each investor is unique and must be treated as a special individual with one-of-a-kind needs. Having said that, here are some general observations about the types of clients who seek out our services:
We serve families, executive leaders, athletes, and entrepreneurs who have accumulated between $500,000 and $50 million or more of net worth. As a trusted advisor to our clients, we consult with all of our clients’ advisors - including their attorneys and accountants - to determine the prudent course of action.
Many investors have a “collection” of investments, insurance, and entities they bring to the table. It is not unusual for clients to have a combination of various stocks, bonds, and funds across different accounts, a variable universal life policy that they may have bought from an insurance agent many years ago, a 401(k) with a target date fund at their place of employment, a rental property, and cash for quick liquidity. But of course, portfolios are as varied as each individual client.
Strategy design is all about nuance. Rather than relying on a happenstance accumulation of assets, clients need a seasoned wealth manager to assess their risk exposure and construct a strategy that’s aligned with their needs. When a client brings their assets to us, we may leave portions of their portfolio alone, if it’s in their best interests, or we may make necessary optimizations. Either way, we’re here to build wealth.