Are we a good fit?

Selecting a money manager is one of life’s major decisions. Your financial partner should share your values and understand your investing perspective, and the relationship should be based on a long-term commitment from both parties.

Here are some questions to ask yourself:

  • Is your time horizon 5 years or longer?
  • Do you have more than $1 million in investable assets?
  • Do you want to grow your wealth by investing in successful companies rather than through active market trading?
  • Are you looking for a personalized, concentrated portfolio of successful businesses rather than investing in broad, pre-packaged products such as mutual funds or ETFs?
  • Do you prefer to focus on what you do best and trust professional money managers to do what they do best, investing your life savings?
  • Will you commit to keeping us up to date on your objectives, changes in your life to create a tailored financial plan?
  • Are you open to working with us to develop a partnership for your financial success?

If you answered yes to the above questions, we may be a good fit for you. Please enter your contact information below to have Alan or Jennifer contact you.