A boutique money management and financial advisor firm
A boutique money management and financial advisory firm that has a successful 15 year track record. Has two Wall Street quants as head of Alternative assets and structured finance. Utilizes state-of-the-art financial modeling and valuation models to identify an optimal asset allocation for our clients. We utilize options to protect principal and maximize clients' returns.
For a free financial check up please contact us.
Keywords: investment advice, financial advisor, 401k, education planning, financial planning, investments, estate planning, taxes