Client Profiles and Market Concerns

Investment professionals often cater to a diverse clientele, many of whom are first-generation entrepreneurs with specific concerns. A significant number of these clients are involved in industries like real estate and manufacturing, particularly with a strong focus on both the U.S. and international markets. Their primary interest lies in equities rather than comprehensive wealth management, leading to apprehensions about stock market volatility, especially in light of potential tax policy changes influenced by upcoming elections. Geopolitical uncertainties and the trauma from recent events like the COVID-19 pandemic add to their nervousness, making them question the trustworthiness of the asset class.