Non Discretionary

For those investors who want to continue monitoring and watching their accounts, this strategy could be suitable for your situation. We communicate with our clients before every trade is made and explain step by step the strategy behind our decision process. Working with our clients and partnering with them is important as they appreciate that we customize each situation. We do not exit out of each position to simply invest their money in a cookie cutter approach. Our goal is to make out clients comfortable and help them reach their goals as safely as possible. Controlling, taxes, fees, and the risk taken in the portfolio is our priority.