FAQs
- What advice would you give a customer looking to hire a provider in your area of work?
We create diversified investment portfolios, using low cost mutual and index funds. We will create this kind of portfolio for you, from your current investment portfolio or starting anew. You must have a combination of U.S and International equities in your portfolio, and real estate and natural resources, combined with fixed income in the U.S. and Internationally. We want our clients in the cock pit with us along the way to better understand what successful investing is all about.