Client Profile
My services as a Managing Director - Branch Manager, Senior PIM Portfolio Manager and CFP© have proven most effective for clients who have some of the following characteristics. These clients:
- Expect a long-term relationship (10 years or more)
- Have an approximate annual income of $150,000 or more
- Typically have investable assets from $250,000 to $10,000,000
- Are alert to general market activities
- Realize accountability for investment strategy and decisions
- Enjoy a personable, friendly relationship with their advisors
[CAR-0922-00704]