Who I Serve

My clients consist largely of individuals and families that have been associated with family-run businesses, professional services, and local industries.  This has been the result of targeted regional marketing followed by many referrals from that base.  I believe many of our clients appreciate my approach to investing, finding my approach to be honest and forthcoming, and understanding that I have a shared stake in their long-term goals. 

Perhaps the most important element is that my clients understand my passion for investing and the ongoing effort spent in unearthing attractive long-term opportunities, all the while including my clients as part of the process.

My team will work with any future client who shares a commitment to establishing clear goals, participates in drafting a plan, and then places their trust in our process.  My general focus is on those with a starting net worth of $1 to $5 million, but I am open to accepting referrals from our long-term clients where the starting amounts might be less.