New Clients

Any good relationship depends upon a few important factors:

  • Good chemistry
  • Shared investment philosophy
  • Open and honest dialogue

For these reasons, The Finlay Group encourages an initial meeting so that you can get to know us, and we can get to know you. From this meeting, we will determine if there is a fit and whether or not to move forward. We feel that in order to best take advantage of our services and to allow us to maintain our high level of client service, a minimum account value of $1 million is preferred.