When a client hires an investment manager, they do so on the basis of trust and on confidence in that manager’s ability to understand their needs and protect and grow capital.
In that spirit we offer anyone interested in our services a complimentary initial meeting where they can get to know us, ask questions and review our process. At the end of the meeting they hopefully have gained a comfort level with us and a complete understanding of our approach, services, compensation, etc.
We operate with a policy of “no unhappy customers” and conduct our business in a way that constantly bolsters our client’s trust and confidence.
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