Who is our ideal client?
Learn more about the clients we enjoy working with the most.
The value of working with a financial advisor is collaborating to achieve your goals. We are here to reduce complexity in your life. Don’t wait until you are “ready” or “financially savvy” - would you wait until you are an expert chef to take cooking lessons?
Client profile
Our average client looks like this:
- Pre-retiree/Retiree (Age 50+)
- Have $2M or more in investable assets (Note: our current minimum is $1.5M)
- Retired or seeking to retire within the next five years
- Concerned about the longevity of the portfolio and/or leaving a legacy
Current and former roles: Senior Executives, Technical People & Project Managers, Sales & Account Managers, Software Developers, Researchers, and Analysts
Our best relationships are with clients who are:
- Kind people who are pleasant to work with
- Responsive when input or action is needed
- Willing to delegate the day-to-day management of their portfolio
- Trusting that we always act in their best interest
- Prefer to manage investments on your own
- Look for high-risk investment strategies (single stocks, options, etc.)
- Don’t do your part to make the relationship fruitful