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We have unusually close relationships with our clients. When you call you will be greeted by a receptionist and an investment adviser who knows not just your name but your voice — as well as a myriad of details about your family and your financial needs. You’ll hear from us often; by telephone, by personal letter, or in person. Our clients are our friends, and they deserve more than good performance. We strive to provide them with solid and dependable after-tax returns, and we’re available to help with any financial or other issues that may arise.
This level of client service demands that we keep our family of client relationships small. We would like to work with everyone, but we’ve found it necessary to limit our new relationships to $1,500,000 and above. This sum can be split among two or more accounts; many of our clients have both a rollover IRA and a personal trust, or a personal trust and a charitable trust.
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