People who have concerns about their current investment portfolio(s) and who would like professional guidance from financial advisors with a proven track record of capital preservation for their clients. Investors who are capital preservation orientated, have a long-term perspective and want to take prudent risks to achieve reasonable investment returns People who are comfortable with delegating the management of their investment portfolios and want to develop a long-term relationship with a trusted advisor. Successful individuals, professionals and business owners who want objective financial and investment advice. Investment portfolios of $500,000 and above.