Our company offers a wide range of investment solutions, including portfolio management, wealth advisory, retirement planning, and access to investment funds across various asset classes such as stocks, bonds, crypto, and alternative investments. We also provide professional financial consulting and education.

Minimum investment requirements depend on what kind of assets you would like to trade and can vary based on the type of account and service. Please check our website or consult with one of our advisors for specific details on minimum requirements.

We trade US markets, including assets, that are traded on NASDAQ, NYSE, NYSE Arca. We also trade crypto, different types of ETFs, IPOs in some cases.

Our investment management services offer a range of options, from self-directed investing to managed portfolios. For managed accounts, our team of professionals monitors and adjusts investments based on market conditions, ensuring alignment with your financial objectives.

Fees vary by service and account type. We offer both flat-rate and percentage-based fees, depending on the level of service. Please refer to our fee schedule or contact an advisor for detailed information on our fee structure.

You can access your account through our secure online portal, which allows you to view account balances, transaction history, performance reports, and more.

Yes, you can track your portfolio’s performance in real time via our online portal, that you access from site by pressing login button on the top right of any page. You’ll have full transparency into your holdings and performance data.