In addition to our professional portfolio management services, we also offer advice on an hourly basis for clients who are in need of one-on-one consultation but aren’t looking for full time portfolio management.
Often clients that enjoy doing their own research and trading want to make sure that they are on track to meet their investment objectives over the long term.
Many people just don’t realize all of the investment options available to help them meet their needs and which ones coincide with their investment objectives. For this reason it can be very helpful to meet with an experienced Registered Investment Advisor (RIA) that can make sure that the investor has the proper asset allocation to meet their objectives.
Meeting with an RIA can introduce you to various products and services that can potentially increase returns, reduce risk, and meet specific needs like generating income, saving for retirement, or anything in between.