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.