The Lonely Bull Loves Company!

Our investment work with clients is privileged and confidential. Many of our clients have been with us for decades and have introduced family members and friends to us.  If you are satisfied with our work, we consider your continued trust in us the greatest compliment. Additionally, we welcome your referrals and introductions to those you care about.

Because money management is such a private and personal matter, we take your recommendations for other clients seriously, and treat them with the same exceptional personalized service and professionalism that you have come to appreciate.  You can simply refer someone when you think of us. Or, if you would like to provide referrals on an ongoing basis, we can formalize a referral relationship with you.  In this arrangement, we provide financial remuneration in the amount of 25% fees charged for referrals as outlined by the Investment Advisors Act of 1940.   There are of course some stipulations and a couple of documents to fill out. We can provide you with more detailed information prior to or at the time of the referral.

If you are interested in learning more about our Client Referral Program, Talk With Us!

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