Becoming an Investor
Our team is professional, approachable and personable
We work hard to ensure that our relationships are built on honesty, integrity and common goals. We fully reveal our credentials and relationship expectations to each client, and in return, full disclosure of all pertinent client assets enables us establish a comprehensive and unique financial plan for each person.
We specialize in helping clients with an excess of $200,000 to invest, but welcome investors of any size who want to grow their assets. Many clients are business owners seeking assistance with creating wealth for retirement, or who need help with succession planning. Others have acquired wealth before retiring, but now want to maintain that lifestyle, or leave a legacy for family members or community.
What Kind of Investor Are You?
Investment Advisors often talk about things like risk tolerance, liquidity, or investment timelines. What they're really asking is: What Kind Of Investor Are You? It is essential that both you and your Investment Advisor have a thorough understanding of your investment style. You should also remember that your style may change as your situation changes. Are You Risk-Tolerant or Risk-Adverse? Can your nerves take drops in the value of your portfolio in exchange for the opportunity to make greater gains? Often an advisor will ask you how much of a drop in your portfolio you can accept – is it 10%? 20%? More?
