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