Concierge Service and Expertise
Responsive service by an expert, not a sales rep. That makes a huge difference.
Concierge service.
An expert answers your call or email. Not a sales rep.
Investment questions? Our chief investment officer is always available.
Logistic issues? Our head of operations will solve your problems.
We pride ourselves on exceptional client service.
World class expertise.
Paul Goldstein, our chief investment officer, has been a bond expert and investment professional for over 35 years.
Work directly with Paul, not a client service rep.
We have unmatched expertise in cash management, taxable bonds, and municipal bonds.
We manage lots of balanced accounts that include bonds and stocks.
We are great shoppers, as well as experts.
That has the potential to make you a lot more money.