Like a restaurant, a business attracts clients who like the menu offered and the preparation and flavor of the food. We prefer to find clients who like our cooking and service and remain with us year after year. We want clients who think and act rationally, and can understand our operation and investment philosophy. We usually know after an initial meeting if there’s a potential fit or not.
Once we’ve agreed to work together, we will craft an Investment Policy Statement for you. This Policy Statement will describe the plan we’ve arrived at through our discussions with you about investing your assets. As with life, an Investment Policy Statement is dynamic, and must be adapted as your life changes occur. We need to be made aware of such changes promptly when they occur.