We offer investment advisory services to individual and entities who want to invest in the stock market.
Our services include:
• Assistance with formulating investment objectives,
• Asset allocation support,
• Research on particular securities,
• Valuation of securities,
• Supporting accounting for financial instruments,
• Auditing fund manager compliance with Global Investment Performance standards (GIPS),
• Assistance with implementation of soft dollar standards.
Our advice is premised on fundamental analysis while delivering a combination of technical expertise, creative thinking, and a commitment to excellent client service