Professional Fiduciaries and Daily Money Managers
We've recently realized after serving several people that we have a niche in this.
If you have assets that needs to be managed prudently for a specific goal or mandate and need it well documented, we are both accustomed to and comfortable doing this.
We will educate you about the risks and rewards of various allocation options, and are can give you specific upside and downside estimates based on various market conditions.
If this sounds like something that might fit your needs, along with a fair price, please reach out.
Thanks for taking a look and have a great day!