Tom said that “Over the past few months I have been connecting with 3rd party money managers that specifically focus on reducing volatility in their portfolios, and are constantly monitoring the market and changes in it.
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We all know how volatile the market has become, and I want to align our firm to be more proactive to market changes. So I am in the process of contracting with a firm to assist me in managing your assets more efficiently and effectively with no additional costs to our clients.”
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In addition, his firm has been working in establishing working relationships with capable and qualified CPAs, Estate and Elder Care attorneys, and mortgage brokers to further meet the ongoing needs of his clients.
Tom said, “He recognizes that it’s important to address other areas that affect people financially over time, apart from investing your money.
The firm would be happy to help you get some specific advice, and coordinate talking with a particular professional at no cost to you. They sincerely want to assist families in “Managing their family financial affairs”.
Securities offered through Crown Capital Securities, LP; member FINRA/SIPC
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