Exchange-traded funds, commonly called ETFs, are index funds (mutual funds that track various stock ...Read More
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We provide Wealth Advisory Services including Comprehensive Financial Planning and Investment Management to individuals as well as institutions.
Portfolio Management using Technical Analysis (for qualifying accounts)
Technical Analysis can identify opportunities towards seeking a high return portfolio.
Opportunity to trade stocks with William Sergautis
Bill is highly experienced in options, futures and long term financial planning. He is dedicated to helping clients understand the mechanics and the risk/rewards of trading.