Investment Advice
We offer investment advice tailored to meet your specific needs.
Our primary accounts are retirement accounts and individual brokerage accounts. We also can open joint accounts and UGMA custodial accounts, among others. Our clearing broker is Altruist Financial LLC.
Review of Accounts
Michael Pate reviews accounts on a weekly basis at minimum. The reviews examine the securities held; their reaction to the changes in such factors as interest rates, currency movements, and other economic factors.
Market Commentary
On a monthly basis, we provide market commentary by email. This is typically a brief overview of our opinion on what is happening in the economy and the markets.
