Typically a broadly diversified list of common stocks, convertible securities, bonds and cash equivalents is used in structuring a portfolio. It is the goal of the company to both control risk and grow the clients assets in a manner that is most consistent with stated objectives. Personal meetings set the stage for a mutually successful relationship. Clients personal and professional goals are carefully considered, objectives are understood and a strategy is defined. Each account is maintained separately and is continuously supervised.
Quarterly reports provide an accurate profile of actual and relative performance.
Fees are determined by the market value of assets under guidance and are payable quarterly in advance. Brent McGibbon In March of 1999 Brent ended a six year tenure with Charles Schwab as both a broker and an investment Specialist. During his tenure at Schwab Brent successful facilitated stock, bond and options trades for affluent individuals. Brent graduated in 1990 from the University of Arizona with a Bachelor of Fine Arts in Media Arts. In 1999, he completed his MBA from the University of Phoenix.