Who We Serve
- Individuals, couples and families
- Investors seeking to grow their incomes
- Those with a minimum of $ 1.5 million of investable assets
These clients are working full-time, building wealth for eventual retirement. The cash flow generated in the portfolios of this type of client is usually reinvested to build additional income.
These are clients who are living off the money generated by their investments. As a result, their investment strategy might be more conservative and instead of reinvesting all of the cash flow produced in their portfolio, they will take a certain amount of that income in the form of distributions.
These clients might have accumulated assets quickly through a business transaction or life changing event. They may intend to live off a portion of this wealth, while also investing for the future.