What type of account can I open?

Regular (non-retirement), IRA, Roth IRA, SEP, Rollover, Individual 401(k), etc. *We can also manage the portfolio within your employer's retirement plan (401k, 403b, etc). Please contact [...]

By |2019-02-15T16:10:27+00:00February 15th, 2019|

Is this a Mutual Fund?

No, these are separately managed accounts. Each investor has his or her own account, which is automatically synced with the investment strategy. Each client has an individualized [...]

By |2019-02-15T16:10:56+00:00February 15th, 2019|