Our company is an investment advisory firm dedicated to helping investors build and preserve wealth. We have multiple advisors and one operations director. All work remotely located in NJ, FL, MD and PA. Looking to connect or grow within those locations.
Our mission is to provide our clients with a combination of expertise, integrity, and client care that’s unmatched in the financial services industry. Our primary advisory services are centered around tactical portfolio management, and we also offer personalized financial planning services to help our clients. We are partnered with financial custodians (Charles Schwab, Fidelity Investments) and ideally, would prefer someone who uses the same custodians; however, this is not a mandatory requirement.
We are excited to start conversing with likeminded advisors and prepared for immediate growth. Funding/Financing will not be an issue for us - we have financing available should the right deal come along.