Our clients have significant financial assets, often spread across multiple generations and among varying individual, retirement, trust, and estate planning vehicles. They come to Tradition seeking a partner to advise them in the management of these assets. We provide investment guidance for many situations: diversification from concentrated stock holdings or illiquid privately held assets; retirement planning; or multiple generations of a family across varied estate planning strategies. Tradition provides guidance in dealing with their estate, tax, retirement and business succession planning needs. To fully benefit from all of our services, most clients have a minimum of three million dollars in investable assets; however, we are pleased to begin building our relationships and earn a client’s trust at one million dollars. For family members, referrals from current clients, and new clients who will reach the minimum within a few years, we always waive the one million dollar minimum. In addition, we provide access to our Global Strategies without individual stocks through a web-based client portal for portfolios with as little as $50,000.