Conservative Share Portfolio Advice
CLEAR, DIRECT & SIMPLE
We feel the current financial advice and stockbroking model is broken.
For a fixed monthly fee, we build and manage your equity portfolio, in your own brokerage account, held in your name.
You are free to leave whenever you wish. There are no contracts. You are not locked into any agreements.
We find & research attractive investment opportunities, tell our clients what to do and when to make the moves.
In between then, we read, analyse, think and make ourselves available to our clients.