You have acquired a portfolio of stocks and bonds, but now want someone who thinks like you to take over the responsibility of investment decisions and portfolio administration.
You have recently sold a business or received a large settlement that has dramatically affected your tax and investment outlook.
You are someone who seeks a conservative approach towards investing to be sure your family is taken care of.
You have received retirement funds that have become a large portion of your investment assets.
You're an executive officer in need of highly specific guidance in the investment of your corporate package.
You seek the personal freedom money makes possible.
You dislike managing finances, or have become frustrated and confused with the responsibility of wealth.
You're an attorney, accountant, or financial planner with a client facing an immediate, substantial investment need.
You represent a trust or estate that needs competent investment advice from someone experienced in the role of a trustee and executor.
You are a family member suddenly in need of advice about managing a large estate or inheritance.