Target Clientele

We offer our services to all types of investors. Ones that would most benefit from our platform are:

Investors who believe in a passive investment strategy
Investors who believe in the advantages of smart beta investing or enhanced indexing
Investors who require and value the services of an investment advisor
Investors with a minimum account size of $500,000 (our minimum annual advisory fee of $1,000 would be 0.20%)
Family Offices that seek the benefits of an institutional platform

Our clients represent all types of occupational backgrounds. Our typical clients are: