Just For CPAs
We do not have custody of your clients’ investments. All we can do is trade the account.
We work hard to give the best service, and we take responsibility if the client isn’t happy.
We understand your estate, tax, and financial plans and incorporate it into our investment approach.
Our planning process often identifies opportunities and issues that benefits both you and your clients.
We will evaluate your clients’ investment portfolios free of charge. A great service at tax time.
We love helping out at your client events as guest speakers, educators, and promoters of your business.