Brag about yourself - what makes you great at what you do?
I manage investment portfolios with a great deal of experience and knowledge under my belt. I’m a fee-only fiduciary advisor and always act in the best interest of my clients. I’m accessible and trustworthy and work hard to protect my clients’ hard earned Shekels.
What types of business contacts are you looking to make?
Always welcoming new clients that fit with my investment discipline and style. I’m also looking for another Registered Investment Advisor (RIA) in the north Wilmington or metro Philly area to partner with.
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