Ideal Client Profile
It is important to recognize that a certain type of client will achieve maximum satisfaction by working with Capital Insight Group. While we have a wide variety of clients with which we work, most exhibit one or more of the following traits:
Open with all aspects of their financial life (full disclosure) and live within their means with a low debt/net worth ratio.
Typically first generation wealth builders with $250,000 to $10,000,000 of assets to invest.
Seeks a comprehensive financial advisory relationship that includes a written financial plan and portfolio management with a goal-oriented focus
Our firm is the 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.
Values the advice of financial professionals and will act on our recommendations.