Want to align their financial resources with what they most value
Believe in the concept of fair compensation for diligent work and dedication
Are cordial in their personal & professional relationships
Have high expectation of client-focused service
Are able to focus on and remain committed to long-term goals
Trust professional advice
Have accumulated investable assets & desire to have them professionally managed
Are high income earners and/or high net worth individuals
Value family, quality of life and community involvement
Are reasonable in their expectations of market growth