Client Profile

Our private account clients are often successful entrepreneurs and affluent professionals who want their investments to receive the same high level of care and attention that they give to their own businesses and practices. From the editor-at-large of one of America’s preeminent business magazines to the CEO of a top-tier commercial construction company, from a university professor working to solve the mysteries of dementia in the aged to an attorney specializing in complex intellectual property issues, we are fortunate to have a wide range of truly fascinating clients who live, work, and travel across the country and around the world.

Our clients tend to be busy individuals who have a long-term perspective on their investments and who appreciate the benefit of delegating important responsibilities to trusted professionals. Some possess the experience and sophistication to manage their financial investments themselves, but know that they do not have the time to do so properly. Others recognize that portfolio management requires a set of skills different from those needed to be successful in their own businesses, and they are looking for an experienced advisor whom they can trust with their hard-earned money.

Most of our clients come to us by way of referrals from existing investors, who are confident in our experience, knowledge, and integrity. Thanks in large part to the number of great referrals we receive each year, we are able to focus most of our time and energy on investment research, portfolio management, and client service, rather than on marketing and sales.

We communicate with our clients on a regular basis, both in our written quarterly reports, and by phone, email, or in person on an as-needed basis. Because most of our clients live and work in the Bay Area, we are usually able to visit their homes or workplaces, on weekdays or even weekends – and of course, clients are always welcome to visit us at our offices in San Francisco.

We are more than happy to work closely with our clients’ other trusted advisors, including CPAs, attorneys, tax planners, insurance specialists, and retirement plan administrators. We are also pleased to recommend professionals in all of these areas, individuals and firms that have earned our confidence over the years and with whom we have developed an excellent working relationship on behalf of our clients.

Contact us today to set up a free review of your current portfolio holdings and to discuss how we can work with you to reach your investment objectives.