Free from the conflict of interest often found at many large financial companies, we get to know you first and thoughtfully develop a plan to invest for your future, with your family and business in mind.
Within our practice
We integrate investment ideas and techniques within your specific risk profile, taking into consideration expected returns and special needs for liquidity. A dynamic process associated to every day changes in the economic environment.
By law, this is our fundamental obligation. The clients' best interest is the foundation of our investment advisory work and we take every step necessary to ensure the fulfillment of our main responsibility.
As a core principle for investment transactions, money is managed in a custody account in the name of the client. Marketwise offers a choice of Financial Institutions based on the need of every customer.More info
To stay ahead
Secure access to statements and reports include up-to-date information, porfolio analysis and a variety of transaction reports, all vailable anywhere from your PC, Tablet or SmartPhoneMore info
Our services are priced based on a set percentage of managed assets instead of comissions. Completely independent advice aligned with your results and away from propietary products.(269) 243-9645
Fixed Incomeview fees
Based on Risk, Return and liquidity
We evaluate your present financial situation, look at your unique circumstances, and then establish an investment policy that takes into consideration your objectives, time horizon and risk tolerance. Under this guidelines, some of our strategies include:
- Credit markets
- Diversified value
- Long term growth
- Cash Flow & liquidity
- Defensive positions
- Options trading