CONSULTING

Unsure what type of investor you are? Take the Investor Profile Quiz and find out.

Do you think your current investment plan is lacking? Just because we do not manage your accounts does not mean we cannot help you develop  an investment strategy.  We offer fee-for-service alternatives. Any first consultation is free with no obligation. Services offered include but not limited to:

• Portfolio analysis
• Mutual fund & ETF evaluation by Morningstar®
• Product suitability
• Risk versus reward analysis.