Types of Clients We Advise

We are currently accepting new investment advisory clients. Our investment philosophy and service approach work best in the following client situations:

1. Individuals. We are seeking new clients that share our long-term, disciplined attitude toward investments, who value a high level of service, and who have investable assets of at least $1,000,000.*

2. Retirement plans. Our long-term, prudent investment approach is especially appropriate for 401(k), profit-sharing, SEP, and Keogh plans. For plans with self-directed accounts, our partnership with Alliance Benefit Group- Kansas City Office provides a complete, bundled investment, administration and compliance solution.

3. Trusts. Whether for revocable or irrevocable trusts, our investment approach is ideal for both trustees and beneficiaries. Because of our partnership with Charles SchwabBank & Trust Company, we can work with either individual or corporate trustees.

4. Charitable funds. Endowment funds, charitable remainder trusts, and private foundations for example.

5. Special circumstances. We provide trusted assistance for those individuals:

_ Selling a business or real estate holding.
_ Planning for the exercise of stock options.
_ Entering retirement (and possibly considering an IRA rollover).
_ Gaining an inheritance.
_ Involved in a divorce.
_ Suffering the death or disability of a spouse.

If you think we may be able to help in your situation, we encourage you to consider our no-cost initial consultation to determine if we can work together to attain your goals.

* We do consider accepting smaller accounts in certain circumstances, especially if additional funds are being regularly added.