Overview

Provide Discretionary Portfolio Management for the purpose of retirement income distribution and/or legacy. Invest primarily in ETFs or Mutual Funds (where applicable) and seek lower downside risk by the use of Beta risk ratio while seeking optimal upside potential by investing at sector or Industry levels.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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