We serve second and even third generation clients and we have clients who started with us and continue to use our services from as far as New Zealand. Within these areas, we deal primarily in stocks, mutual funds, and bonds and offer these products in a variety of accounts from retirement accounts to custodial accounts. We have by design concentrated in providing direct portfolio management for those who have significant sums of money and want our expertise and attention paid to their investments. We manage portfolios for retired professionals who want to spend their time pursuing interests other than their investments. For executives, business owners and professionals who are busy with their careers yet still want personal attention paid to their investments and for others who by their own admission don't have the right temperament to be successful in managing their portfolios.
Most people are just too busy to pay continuous attention to their investments.
We study and participate in the markets daily. Few with other interests have successfully added investment competence to the other demands of their busy lives. And from long experience we have learned to separate our emotions from our investment decisions so we avoid the mistakes of fear, greed, and familiarity building the correct temperament for investment success. We are paid a small percentage of the money that we manage. We have six standards we adhere to and which you can expect from us.