WHO WE SERVE

We serve a nation-wide clientele whom we expect to remain clients forever.  Our clients include corporate executives, business owners, entrepreneurs, foundations/endowments, groups, trusts (personal and institutional), family offices, companies, individuals and families that demand focused attention.  We specialize in working with investors of all sizes.  We believe that all clients, regardless of earnings or asset size, deserve our full attention and most diligent efforts.  Accrodingly, we don't have a stated "account minimums".  For those investors of more modest means, our goal is to create financial independence for them as they grow their assets base in pursuit of their financial goals.

INDIVIDUALS

LAW FIRMS (ATTORNEYS)

MEDICAL GROUPS (PHYSICIANS)

COMPANIES (ENTREPRENEURS)

FOUNDATIONS/ENDOWMENTS

TRUSTS (INDIVIDUAL/INSTITUTONAL)