Who Are Our Clients?

Emerson Investment clients are hard to pinpoint – it’s a diverse group. Our clients are individuals, couples, multigenerational families and small institutions. They are located throughout the country, with a few residing outside the U.S. They come to us via referrals from friends, attorneys and tax advisors. Some learned about us by reading a news article or by seeing one of us quoted in a publication or online.

Most interesting to us, Emerson clients possess a wide range of personalities, investment needs and financial goals. A few common traits among our clients:

  • Have a high net worth, typically starting at $1 million or more in assets
  • Value the independence and professional integrity of our business model
  • Prefer a globally balanced portfolio and understand the benefits of a long-term strategy
  • Enjoy the relationship aspect of working with their professional advisors