We currently take on new clients including:
- Individuals and corporations (subject to a minimum account size)
- People who share our investment philosophy
- People who want to delegate the day-to-day investment decisions to professionals
- Successful and busy executives looking to enhance the growth of their wealth
- Busy professionals who desire assistance with their assets
- Business owners who need help managing their personal and business assets
- Pre-retirees who want to make the most of savings as they approach retirement
- Well-established families seeking guidance transferring wealth to the next generation
Entrepreneurs & Technology
Over 50% of our clients are entrepreneurs, with strong representation from the Technology industry. Our team works particularly well with this type of clientele because we emulate many characteristics of startups in our approach to doing business.
Testimonials
"What Robert has supplied that others haven’t is boundless amount of personalization. He knows your goals, your history, your philosophy and customizes his approach to your wealth plan accordingly, giving you as an investor a better sense of where your money is being invested and the reasons why. And he also does something else I appreciate tremendously he keeps in regular contact with me in good times in the market and in bad."
– R. Poupada
"Robert has shown the ability to align his investment strategy with my risk tolerance and expected returns."
– F. Rana
Risk Tolerance Evaluation
If you would like to receive a complementary risk tolerance evaluation, please click here and we will be happy to work with you.
