Our Clients

We are fortunate to serve a diverse and distinguished group of individual, family, non-profit, and business clients.  They include successful physicians, attorneys, senior corporate executives, educators, ministers, retirees, professional athletes, and small business owners.  Despite this diversity, our clients share some common traits:  a desire to protect and grow their hard-earned wealth, a willingness to work in close collaboration with us to achieve their financial goals, and an understanding of the importance of sound judgment.   

As a Custom Portfolio Group client, you can expect personal attention, innovative solutions, and an advisory team dedicated to placing your interests first.  Building a strong professional relationship with each of our clients is the cornerstone of our firm. 

To better understand the type of clients we serve, please visit Individuals and Families,
Business Plans, and Nonprofit Clients.