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CLIENT PROFILE

Our years of experience convince us that our firm is not for all people with wealth. Our goal is not to be the biggest firm with the largest number of clients. We are very intentional and up-front about our style, approach and philosophy.

Our clients share goals and expectations, which are compatible with the Reliance Capital philosophy. They come to us for premium financial advice and are not comfortable working with an adviser who is aligned to a specific financial institution or stands to benefit from the sale of specific investment and financial products. They do not believe computer models and off-the-shelf asset allocation programs will serve their personal needs.

Reliance Capital clients are neither speculative nor high-risk investors. Rather, each is concerned with preserving capital, growing assets, and avoiding the myriad risks that abound in today's investment environment. They understand the folly of attempting to predict short-term trends, having chosen instead to steadfastly focus on long-term planning and results.

Clients come to us through referrals from trusted friends and advisers. And while they generally come with significant assets to invest, they come at all stages of their lives. At Reliance Capital they find advice that is customised and relevant.