WHAT YOU CAN EXPECT
A personalized investment plan based on independent and unbiased investment advice.
Active management of your investment portfolio, which includes the acquisition and disposition of investments as appropriate.
We will regularly review your portfolio and make changes due to market conditions as well as due to any significant changes in your financial situation.
A quarterly review of your investments, that will report on:
Asset allocation
Interest and dividends
Gains and losses
Rate of return on a periodic and an annualized basis
Hands on commitment to helping you with any financial situation that you may encounter.