Frequently Asked Questions
CAN I COMBINE SERVICES?
We encourage it! Many of our services are more powerful when used in conjunction with others. Each type of service will be billed separately.
HOW MUCH EXPERIENCE YOUR COMPANY HAVE?
We have been assisting clients with their finances for over ten years, and our track record is excellent. We have helped multiple clients bring in millions of dollars worth of investments since our inception.
HOW DOES YOUR COMPANY HANDLE PROPIETARY INFORMATION?
We respect your privacy and will never share information about your organization without your permission. Our carefully thought out contracts address issues of privacy and ownership before a project ever gets off the ground, so make sure you let us know what your concerns are as we go through the initial negotiation process.
WHAT IF I DON'T KNOW WHAT KIND OF SERVICE I NEED?
We are here to help. We will never upsell you, and will tell you to the best of our knowledge what services we think might benefit you the most.
What kind of process do you follow in managing investments?
We provide rigorous analysis to develop effective investment strategies and monitor these investments regularly to help attain expected performance. Investments are determined in conjunction with your other important financial goals.