As an independent Registered Investment Advisor, we choose to have a limited number of relationships with an elite group of partners. When it comes to investments, in most cases, our partners offer institutional-quality products and cost structures to our clients. Institutional investments, such as these, typically require a significant minimum investment, ranging from $1 million to $5 million per fund or strategy. The partners that we work with offer a vastly reduced minimum investment requirement for our firm’s clients.