We are an asset manager. If you are a typical investor you think about your assets maybe 2-4 times a year. We think about your assets every day. How they can work harder for you, how can they throw off income for you, and how can we preserve and grow their value.
Clients receive a “dream book” upon signing. This will house all family financial information in one place. We also encourage investors to cut out magazine pictures of your dream houses or dream plans, and laminate them. This tends to put a real physical goal in place, rather than the vague goal of simply growing assets.
I worked in Institutional Money Management, and I wanted to bring this level of service to individuals beyond just a Mutual Fund.