About our Team:
Our fees vary depending on the level of service you require. We offer a variety of fee structures, including hourly rates, asset-based fees, and retainer fees. We will discuss our fee structure with you in detail before we begin working together.
We use a variety of investment strategies, depending on our clients' individual needs and goals. We may invest in stocks, bonds, mutual funds, ETFs, and other investment products. We also use a variety of risk management strategies to help protect our clients' investments.
We will communicate with you as often as you need or want. We hold regular meetings with our clients to review their portfolios and make adjustments as needed. We also provide our clients with regular market updates and investment insights.