Sample Client Profile: Accumulating Assets
- Working professional
- Business Owner
- Long investment horizon
These clients are working full-time, building wealth for eventual retirement. The cash flow generated in the portfolios of this type of client is usually reinvested to build additional wealth.
Sample Client Profile: Taking Distributions
- Sold a business
These are clients who are living off the money generated by their investments. As a result, their investment strategy might be more conservative and instead of reinvesting all of the cash flow produced in their portfolio, they will take a certain amount of that income in the form of distributions.
Sample Client Profile: Money in Transition
- Inherited wealth
These clients might have accumulated assets quickly through a business transaction or life changing event. They may intend to live off a portion of this wealth, while also investing for the future.