An investment advisor is not someone who is selling you any specific investment, but in a world where there is information overload, an investment advisor sits on your side of the table and helps you navigate suitable investment strategies that align with your investment goals. 

The biggest difference our firm can offer you, as opposed to most other firms, is we do not have a minimum amount of money you need in order to get started and have a personalized investment advisor! Under our passive management program we have no account minimums and you still benefit from having a real licensed advisor looking over and managing your account.

The Active Account Management program is reserved for people who might want to take advantage of more hands-on investments and be involved in the derivatives market leveraging your stocks in an attempt to yield a higher return. Your investment advisor would be able to break down exactly what that means to you. Our Passive Account Management program is a series of diversified portfolios which contain stocks that are hand picked by the collaboration of our advisors and those portfolios are managed and rebalanced on a regular basis to ensure each one is meeting the investment objectives set forth. 

With clients ranging in a wide variety of net worths and investment objectives there are slightly different advisor fee percentages. Essentially as an advisor, we charge a percentage of Assets Under Management or AUM annualized on a quarterly basis. Your advisor will sit down personally with you to discuss exactly which tier you are in. The benefit to this is there is a vested interest in our investment firm to grow your account. 

We have a combined experience of over 50 years of trading and investing experience to ensure you are represented in the best way possible with real human interaction.