Who is a good fit?
We welcome prospective clients who are introduced to us by existing clients, friends or associates. We specialize in serving entrepreneurs, executives and active retirees by bringing maximum value to these niches through our integrated wealth management approach. This integrative wealth management approach typically include goals/objectives identification, personal risk profile, portfolio design, implementation, ongoing monitoring, and tax-advantaged planning strategies. Other specialized services include strategic planning, multi-generational wealth planning, living legacy services that create an ongoing "life" for an individual's values, retirement and optimal cash distribution planning for retired clients needs. In general we help clients define their financial goals and efficiently reach them through proper management of their resources.
Our minimum requirement for new clients is $5,000,000 of investable assets. Should we not be a good fit for any prospect, we will recommend other qualified professionals. Because of our expertise in risk management and portfolio construction, other Registered Investment Advisors both consult and collaborate with HAS in portfolio design, research and investment strategies.
We enjoy the pleasure and privilege of working with many wonderful people; our clients include business owners, entrepreneurs, executives, physicians, engineers, retirees, attorneys, research scientists, and even a rocket scientist.