I am often often asked if I accept new clients and the answer is yes. I spend a lot of time getting to know my clients before agreeing to work together because it is important to me that we have a great fit. With this in mind, I have clients I have worked with for years who regularly refer their friends and family, and I work hard to make sure that each client has that same comfort level.
Although each client is so different, the service I provide them is the same. I pride myself on the contact I have with my clients and my commitment to showing them the best possible investment options. In addition to face-to-face meetings, I also connect to my clients by phone, quarterly newsletter, seminars, market update mailings, and client appreciation events.
Most of my clients come to me for help with managing their personal and/or corporate money, but also want help in other areas such as tax planning, insurance planning and estate planning. In terms of investments and net worth, these amounts vary from client to client but I typically work with households that have investments of $100,000 or more.
If you are interested in working with me, I encourage you to set up a time for us to meet. As well, if you would like the names of a couple of my clients as a reference to help you make your final decision, please let me know.
1) What is our minimum account size?
Most of our client households have $250,000 or more invested with us. Our approach to portfolio management becomes efficient (in most cases) for families with $500,000 in investment assets or more. For investors with portfolios of value below this level or who reside outside of our market area (and are interested in regular face to face meetings), we have carried out significant due diligence in identifying another financial advisor we are confident in referring.
2) When is it time to get a second opinion on my investments?
Just like you might see your Doctor for a routine physical examination, it’s important for every investor’s portfolio to have a periodic check-up. This includes a review of your recent and long-term performance, your risks and objectives, and fees and expenses. If you’re unable to get answers to these straightforward questions or simply not sure if you’re on the right track, it’s probably time to get a second opinion.