Q. Do you have a Glossary of common stock broking and financial terms?
A. We don’t but you will find a comprehensive list (8000) here : www.nasdaq.com/investing/glossary/
Q. How can I get a copy of your annual report?
A. As a private firm, we do not issue an annual report or financial statements.
Q. Who are your clients?
A. Most of our clients are very successful people. They do not have the time or resources to monitor the markets frequently and need an experienced portfolio manager they trust.
Q. How are you compensated when buying and selling stock on our behalf?
A. Our compensation is based on the value of your portfolio – your portfolio grows, we both benefit.
Q. What type of investments do you use?
A. We use only investments with which you are comfortable. For most of our clients, this means stocks, individual bonds and mutual funds. Your plan and portfolio are custom- designed to fit your needs and each client’s portfolio is different.
Q. How accessible are you?
A. Regardless of where you are located in the world, you can contact us and talk directly with your advisor. If we are not available, calls are usually returned the same day.
Q. Do you sell any Insurance or Investment Products?
A. No. All we sell are our professional financial advisory and portfolio management services.