We provide investment management services for our clients. It's called discretionary money management - meaning you give us total authority to buy and sell securities for your portfolio. We do not require any minimum dollar amount to get started.
Clients can start their investment accounts with no initial deposit.
See our Small Business section for more details. Taxes - We have relationships with CPA firms that perform tax preparation for our clients. Insurance - If you have insurance needs, we can refer you to insurance agents that have your best interest in mind, not the biggest commission. Estate Planning - When you need an expert to assist you in estate planning make sure you hire the best. We can put you in contact with the best.