Investment Advisory Services
It is only when we understand what your goals are that we can help you achieve them. Our Advisory Services start with a discovery session wherein we listen to your plans, needs and thoughts.
We listen while you talk; we do not throw lots of fancy industry jargon at you to impress you. We impress you by actually taking into account your real needs: that house-purchase you have been planning, the college tuition that is five years away but should be planned for now, or, most importantly, your retirement.
Together, we will structure your portfolio – although the final decision on any investment remains with you. We constantly monitor the assets and provide as much or little feedback as you request.