We are an independent money manager located in Washington, DC. We invest money on behalf of our clients in stocks, bonds, real estate and alternative assets. We do all of our own research and due diligence on the investments we select and we invest our own money along side our clients in the positions we take. In short, it has to be good enough for our money before it's good enough for our clients.
Our investment discipline is proven as we have established an excellent long term track record that has outperformed the markets and our competitors.
Tell us a bit about who you are and the people you reach
We seek to reach individuals and families that are going through some sort of finanical change or that have become unsatisfied with their current investment advisor. Traditionally, we are referred to people that are retiring, moving jobs, selling a business, home or some other property or facing an inheritance. Our other referrals come when markets are performing poorly (we look to protect principal in bad environments) and when investors feel neglected or ignored by their brokers.
We win most of the business because of our ability to help clients actually meet their financial goals, etremely personalized service, investment performance and ability to advise on many different aspects of a client's finanical needs (mortgages, insurance, estate planning, ect). Client accounts typically range between $500,000 to 2 million.
We want a logo that emphasizes our ability to help clients reach their financial goals. Our job is to help clients build and protect wealth. If we do our job properly, which we have for over a decade now, our clients will meet those goals.