Our Clients

We are focused on clients who are eminently successful in their own right and we see it as our job to help them maximize their success. Our business began with clients who were mostly first generation immigrants to the US, primarily from South Asia. Consequently a large proportion of our clients today are physicians and dentists from India. Other categories are scientists and educators from major universities and staff of international organizations such as United Nations.  Typically the family incomes of these clients exceed $200000 a year and networth is in the range $1 million to $5 million. 

A new category of client has developed in recent years. They are the children of our older clients and are usually highly qualified professional, also earning above $200,000 annually, well on the way to eclipsing their parents in total networth in the next decade or two.

Our firm selectively accepts between 10 and 15 clients annually based on "good fit" criteria rather than "highest dollar" targets. Our ideal client believes in the same things we do and would rather have a wonderful life for themselves and their families rather than beat the stock indexes.

 

WE ONLY WORK WITH CLIENTS WHO ARE PRIMARILY INTERESTED IN MAXIMIZING THEIR ENJOYMENT ! INVESTING COMES LATER.

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Check the background of this financial professional on FINRA's BrokerCheck