We believe in the "an educated investor makes for a successful investor" philosophy.
At our firm we believe in the importance of clients understanding what they own and why. The financial educative process is key to how we operate.
Through our portfolio reviews and client meetings, you are encouraged to ask questions and seek understanding of your investment holdings.
Three Bagger Lunches
We offer 3-part private educational investment lunches.
Come sit at the boardroom table at our office and learn:
- How investment decisions are made amidst current economic, geo-political and trending news cycles.
- New ideas and concepts on managing a portfolio as it relates to income, growth and risk.
- Investment strategies that are in alignment with your investment purposes.
After 3 meetings, lasting approximately one hour, you'll have a firm understanding of the how's and why's of 'portfolio behavior'.