CSFC’s clients include individuals and business owners, concerned with capital preservation, where investments can be tailored to their unique situations and needs. Clients:

• want professional guidance from financial advisors with a proven track record of capital preservation .
• are capital preservation orientated, have a long-term perspective and want to take prudent risks to achieve reasonable investment return
• are comfortable with delegating the management of their investment portfolios and want to develop a long-term relationship with a trusted advisor.
• have investment portfolios of $250,000 and above.
• share in the realization that by coordinating and managing today’s financial decisions they can achieve their lifetime financial goals.
• are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves.
• usually have no desire to manage their financial affairs on a daily basis.
• want to simplify their lives and are willing to enter into a long-term relationship with a financial advisor with whom they will develop confidence and trust
• appreciate the flexibility of a privately owned firm with no obligation to satisfy the demands of a larger financial entity. 

Does this sound like you?