Does your portfolio lag the fundamentals by 3 to 6 months?!
Are you getting unbiased advice or a Fund of Funds, Salesman of Salesmen, Product of Products, fee laden pie chart with no steering!?!
Instead of getting a Quarterly or Semi-Annual Review, find out how a true fiduciary manages money on a daily basis.
Tim, Don, and Dan go over ALL the recent moves in the shop and how we protected clients during this tumultuous week.