Brag about yourself - what makes you great at what you do?
We are experts at portfolio risk management. In English we have a well defined process to protect our clients money during severe market downturns such as 2008 and the Dotcom crash. Our clients did not suffer financially nor did they have to change their lifestyle. Their long term growth was not interrupted. And we build great relationships!
What types of business contacts are you looking to make?
I am looking for two distinct contacts: 1) Centers of influence such as CPAs and attroneys and 2) High net worth individuals who do not currently have proactive risk management for their investments.
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