While we have a wide variety of clients with which we work, we believe that a certain type of client is generally more satisfied working with Capital Insight Group, most exhibit one or more of the following traits:
Open/Full Disclosure:
Open with all aspects of their financial life (full disclosure) and live within their means with a low debt/net worth ratio.
Emerging Affluent:
Typically first generation wealth builders with $250,000 to $10,000,000 of assets to invest.
Comprehensive Relationship:
Seeks a comprehensive financial advisory relationship that includes a written financial plan and portfolio management with a goal-oriented focus
Trusted Advisor:
Our goal is to be your trusted advisor, and we commit to meeting regularly for a comprehensive review, and being responsive to each other via phone and email throughout the year.
Delegator:
Values the advice of financial professionals and will act on our recommendations.
