The human qualities attracted me to Client Associates. CA has decent people with high levels of integrity who work to achieve clients’ goals.

If Client Associates were a city, it would be Moscow. Just like the city, Client Associates has a lot to offer and is unique but never markets itself. More people need to have the Client Associates Family Office experience.

Client Associates has advised and managed my financial needs in a manner that has given me the security and the confidence to make bolder choices, both professional and in life.

A Wealth Manager who always acts in his client's best interest, displays expertise and knowledge in investing across asset classes, responds quickly to client's needs, is proactive with suggestions when necessary and provides the stability of an engagement that will endure over the long term fulfils the essentials to building a successful relationship. I have found that Client Associates delivers on all counts and have therefore been working with them for over 13 years.

Client Associates believes in building a relationship based on Trust. They don’t see you as an Account Number. My association with Client Associates is now a decade old. They not only handle my investments but are my trusted financial advisors who understand me, my risk taking abilities and my life needs.