The people we can help could be described as follows:
Many of our clients are corporate executives of technology, biotech or pharmaceutical companies. We have had experience with clients who need to comply with SEC rule 10b5-1 and rule 144. We do not purchase stock positions in the companies of our clients.
We do add a limited number of new clients each year, typically based on referrals from our clients. If you know someone who could benefit from our services, please introduce them to us or have them contact us for an initial consultation.