Becoming a Client

It’s got to be the right fit. That’s why we’ve outlined who benefits most from being our client. We hope it makes your job easier as you choose a money management firm.

You would benefit the most from a relationship with us if:

You’ve got your ducks in a row.

You are already financially successful. You are hardworking, have spent carefully, and saved diligently. Now you would like help quantifying your progress and evaluating risks and opportunities.

You are realistic and patient.

You recognize the folly of chasing short-term performance, trends, fads, and ‘financial tabloid news’. Our investment style appeals to disciplined investors who made decisions based on planning and evaluation rather than emotional reactions.

You want to limit risk.

If you are interested in performance without regard to risk management, we are not the firm for you. Our philosophy is to determine appropriate risk constraints and then strive for the highest levels of performance within those constraints.

You value relationships:

You seek a long-term relationship with a trusted advisor.

If this describes you, please fill out our contact form to schedule a telephone conference to meet and learn how we can best serve you. You can also call us at 509-735-7507.