J. V. Bruni and Company      

OUR CLIENTELE

We serve a diverse clientele, as measured in a variety of ways.  In terms of location, we have a national clientele, managing accounts for clients living in 36 states.

In terms of investment fund flows, some of our clients are net savers, while others make periodic or regular withdrawals from their accounts for living expenses.

Among individuals, our clients include physicians and other medical professionals, retirees, business executives and employees, homemakers, self-employed individuals, attorneys, accountants, pilots, widows and widowers, engineers, numerous other occupations, and those who are transitioning between occupations.  Their portfolios include taxable accounts as well as various tax-deferred retirement accounts.

In addition, we manage institutional accounts--for corporate retirement plans, trusts, businesses and nonprofit organizations. 

As befits the diverse nature of our clientele and the unique situation and needs that each client represents, we manage each account with individualized attention and a firm-wide commitment to treating our clients as we would want to be treated ourselves.