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