Working Together

For new relationships, our typical minimum is $750,000 across accounts in the same hpusehold. 

Since every client's financial situation and objective is unique, we first want to get to know you and your financial goals. Only then can we begin to help you. In some cases, we may determine that we are not the best fit for your needs and we will tell you. We believe it's important to work with clients whose investment philosophy aligns with our own, so together we can be successful. 

Our next step is to review in detail your current financial resources, anticipated income and expenses, insurance and retirement needs, and any other major financial factor that may affect our investment program.

Finally, we want to understand your tolerance for market volatility. In general, we follow a conservative, value-oriented approach to investing, but even within this investment style, there are alternative strategies we can use. Our bias is more toward equities than fixed income, but we tailor the investment program for each client based on their age, income need, tax situation, and risk tolerance. Based on getting to know you and your objectives, we will design a custom portfolio for every client.