Strictly investment-oriented professional practice. It is a high-end portfolio in every respect: average AUM per households, total assets, customer services and above all, the professionalism of the seller. Normally, the client is always in the image of his advisor. Take a look at all the data included in this report. It shows you the quality of management of the business presented here.
Here is a short overview of the vision of this individual:
“I used a disciplined portfolio management process to ensure all of my clients are treated fairly and equally. I believe that every client should have a written plan in place and that all clients should be kept informed of their plan progress.”