We are not like other wealth management advisors. On purpose. We don't take on too many clients, so each portfolio manager can give careful attention to their few clients. We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues. We won't work with just any investor, so we can concentrate on high net-worth asset clients who appreciate sensible investing. And we can't help our clients fully if we only share select information like their "highlights," so we make sure our investors see a complete and comprehensive view of all their assets.
