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Client Interaction:

We seek to work collaboratively with you. it's your money and you are unique. You and your money need unique solutions, not cookie cutter portfolio models that lump you into some statistical average. To the extent that you want to be involved in the various stages of the process, you are welcome. To the extent that you want to stand back and be kept informed, that's OK too.

We keep you informed of what's going on in your account at all times. You have 24/7 information access to your account positions, history, and open orders. We provide you with periodic portfolio analysis, and discuss with you what you need and want from your investments.

You communicate directly with your portfolio manager. We manage the assets you put under our control in the context of the whole of your assets and income stream, so that it is uniquely appropriate for you.


You In The Process
IMPORTANT NOTE: We are a Registered Investment Advisor. We do not sell investments or have custody of client assets, nor do we participate in capital gains on managed accounts. We are professional advisors compensated on an hourly basis or flat fee basis for portfolio management or for our coaching advice. Clients for personal investment advice receive recommendations and guidance tailored to their specific needs. Newsletters and research publications, are not personal investment advice, are generic in nature and should not be interpreted as specific advice for any specific person or situation. In our research, we utilize information sources that we believe are reliable, but do not warranty the accuracy of those sources or our analysis. Opinions expressed in any of our commentaries, anywhere on this site or in our publications, or in any republication of our materials, are as of the date of publication, and may not represent our views at subsequent times. Our opinions and positions may change as subsequent conditions vary. Past performance is no guarantee of future performance, and there is no guarantee that any forecast will come to pass. Do not rely solely on this material when making an investment decision. Other factors may be important too. Investment involves risks of loss of capital. Consider seeking professional advice before implementing your portfolio ideas.
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