Who We Help
The surest way to disappoint people is to try to be everything to everyone.
Nothing is more frustrating than investing a significant amount of time into something, only to find out that it is not what you were expecting or needed. We feel the same way! For this reason, we want to be absolutely clear who we help. We believe that the financial industry has largely failed when it comes to serving the needs of women. We want to empower those women in their financial decisions. Our clients can be single, married, widowed or divorced. They also have the following attributes:
Assets
Range of Needs
They usually have $250,000 to $5 million in investable assets. While Hedgefield’s strategies are designed to address the specific needs of these individuals, there are situations where we work with individuals with more or fewer assets. The amount of assets is only one factor to be taken into consideration.
Location of Accounts
They have investable assets. These assets can be located in taxable investment accounts, individual retirement accounts, or even company retirement plans.
Attitude
Value
Price is important, but their focus is on the value that Hedgefield can add. They view their life as more than a transaction. For them, money is a means, not an end.
Delegation
Their time is a limited resource – they know how to delegate! They ask questions to be informed and enlightened. And they trust the process and don’t tend to micromanage.
Simplification
They desire order and simplification in your life, especially when it comes to money. They want one advisor to coordinate everything.
Advocacy
Self
They are tires of feeling overwhelmed by their wealth and want to be empowered to take control of their own future.
Friends and Family
They want those around them to succeed. They want others to have the same experience with Hedgefield. If they don’t share, it would be a disservice.
Community
They want to give back to the community in real, tangible ways.