WebJan 31, 2024 · Optimus Advisory Group - ETF Investment Strategist We work with financial advisors, RIA firms and broker-dealers that offer our tactical and alternative investment … http://optimistadvisors.com/
4U Platform LLC
WebJun 4, 2024 · June 4, 2024 - The Securities and Exchange Commission today announced settled charges against San Francisco Bay Area-based investment adviser VII Peaks Capital, LLC (VII Peaks) and its co-owner and managing member, Gurprit Chandhoke, for breaching their fiduciary duty by engaging in transactions that benefitted themselves to the … WebTeamContact © Optimist Investment Advisors BUILT BY JB Values Full Risk Transparency Focus on true risk management, modeling drawdowns even catastrophic risk. Institutional Independence Proprietary processes to access the market agnostic to intermediaries. We continuously monitor counterparty risk. Fee based ooty news today
IAPD - Investment Adviser Public Disclosure - Homepage
WebResults. Fidus Investment Corporation is an externally managed, closed-end, non-diversified management investment company that has elected to be regulated as a business … WebOptimist Advisors is an independent investment advisor created to provide traditional and alternative asset management. We are a young team of professionals offering a value … Optimist Advisors is an independent investment advisor created to provide … Optimist Investment Advisors . I n advising our clients on portfolio strategies we are … Optimist Investment Advisors . Código de Conducta Etica y Buenas Practicas / … Optimist Investment Advisors . Proprietary processes to access the market agnostic … As CEO of Optimist, Felipe plays the role of administrative and operational manager … World Trade Center Free Zone. Luis Bonavita 1294 Office # 306. Montevideo, … WebDec 7, 2024 · One of the biggest competitive advantages you can possibly have as a financial advisor is the ability to listen and really get to know your client. You get to know your client by asking the right questions. Here are some questions that financial advisors can ask, in no particular order, to get to know their clients and better serve their needs. 1. ooty nearby places