Target Clientele

We offer our services to all types of investors, but the investors that would most benefit from our platform are:

  • Investors who believe in a passive investment strategy
  • Investors who believe in the advantages of enhanced indexing
  • Investors with a minimum account size of $250,000
  • 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
  • Professors
  • Family Offices