OUR CLIENTELE

We have a thriving practice at Vineyard Asset Management.  Our goal has never been to be all things to all people, but rather, to provide specialized comprehensive service to a few people. 

As a result, our firm’s narrow focus does not permit us to work with everyone, if we are to remain true toward our goal of deepening our relationship with our clients in order to become their most trusted advisor.  Only by narrowing our focus and carefully selecting our clientele can we ensure our ability to provide you with the highest degree of personalized attention and service.     

For this reason, before we accept new clients, we conduct an evaluation process for each prospective client to ensure our services can be of beneficial value to you.  To best serve you, we specialize in serving four distinct types of clientele:

  • Physicians
  • High Net-Worth Individuals
  • Self-Employed / Business Owners
  • Corporate / Organizational Benefit Programs
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