Princess Diana,” They say it is better to be poor and happy than rich and miserable, but how about a compromise like moderately rich and just moody?”
Ayn Rand, “Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.”
Mellody Hobson, American Businesswoman and Chairwoman of Starbucks Corporation, “I was desperate to understand money. Not to make it, to understand it. I wanted to know how it worked, and I wanted to know so that I would have enough and would be able to make good financial decisions.”
While we don’t specifically target any particular demographic (retirees, doctors, business owners, married couples, etc.), and have chosen instead to help those that seek our guidance and to serve those that we are called to serve, we have noticed that over almost 20 years we are serving more and more women investors. Our current client relationship structure is made up of over 20% of women investors, and of those, roughly 40% are women business owners. As women continue to make a positive impact in the business community as well as over the world, we feel we are uniquely positioned to serve them due to our many years of experience in helping them to achieve their unique goals.