We are a Boutique Investment Firm
We provide tailored investment management services to each and every client. We put our clients above all else. What is important to you is important to us.
We access client portfolios on regular basis and we manage overall risk to investment portfolios by actively buying and selling individual stocks, ETFs and other securities. Our active management strategy helps clients align their investment objectives with an appropriate level of risk.
Fee-only investment management. Every single client of ours has a specialized investment portfolio to match their financial needs. We manage different types of investment accounts such as Traditional IRA, Roth, Cash and Margin Accounts.
Who We Are
We are experts at investment management, We active manage client portfolios by purchasing individual stocks, index ETFs, option and fixed income securities to manage overall portfolio risk. We implement an active portfolio management strategy, which seizes opportunity with the power of quick decision making, rather than the passive complacency of other investment strategies.
To serve the client interests above everything else. We are held to a higher standard called “Fiduciary”, which means we put client interests ahead of our own. Fiduciary is the highest legal and ethical standard under US law, meaning we are legally bound to look out for client’s best interests.