Well ... lets dive straight into one of the most important aspect of your life - securing your Financial future. We do asset allocation based on your risk tolerance. Once that is done, we use all kinds of Options strategies to protect your nest egg. We factor in various events like Earnings release date, Shareholder meetings, Geo-political risks etc and create a fence around your portfolio using Options. Apart from the fundamental analysis, we also take a technical approach and pay attention to major support and resistance levels. We also write calls against your positions if we determine that the stock is going to move side ways for an extended period of time. We do this mostly for high Dividend paying stocks that may not move as much but this additional premiums boost the annualized returns of your portfolio. If you like what you hear so far and have additional questions we offer a one hour free Consultation to evaluate your financial situation. In our first meeting, we determine your short and long term goals. Note that this free consultation meeting is "no obligation" for you to hire our Advisory services but if you decide to move forward then following are the three simple steps that can get you started on the most important journey of your life.

1. On your mark -> Open a Brokerage Account
2. Get Set -> Fund the Account
3. Go -> Now sit back, relax and enjoy the ride!!

Fees:
We typically charge 1% of AUM (Assets Under Management). This fee is pro-rata basis, meaning we charge only for the time it is under our active management. For ex. if you bring in $100K on July 1 and keep it till the end of the year, the approx. fees will be $500 and not $1000 (if you would have kept it for the whole year). We will provide you with our brochure that details the entire fee structure.

Funds:
We expect a minimum of $100K of assets, but you can start small too. Remember, your fees are pro-rata basis so if you bring funds in parts, you will only be charged for the time it is under our management. You  can also withdraw funds at any time but we expect a one month notice. Please note that frequent withdrawals may impact the overall performance of your Portfolio and also subject you to unfavorable tax implications (Short term capital gain rates, Wash sales etc.). More details is available in our brochure.

Bottomline, we keep your interests first and foremost and exhibit high levels of Fiduciary. We hope you give us an opportunity to serve you and we assure you of our best efforts in achieving your Financial goals.