We offer our services to all types of investors. Ones that would most benefit from our platform are:
- Investors who believe in a passive investment strategy
- Investors who believe in the advantages of smart beta investing or enhanced indexing
- Investors who require and value the services of an investment advisor
- Investors with a minimum account size of $500,000 (our minimum annual advisory fee of $1,000 would be 0.20%)
- Family Offices that seek the benefits of an institutional platform
Our clients represent all types of occupational backgrounds. Our typical clients are:
- Physicians & Surgeons
- Attorneys & Judges
- Corporate Executives
- Entrepreneurs
- Silicon Valley Software Engineers/Developers
- Professors
- Family Offices