mdnaftal
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Freshman
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Investment Advisor - Dragon 1980 - 2008/09/08 13:48
I'm an investment manager, RIA to be specific. I am not a Financial planner (although I can certainly help with all areas; tax, estate etc...) or a stockbroker. My role is fiduciary in nature, purely objective and no conflict in advice. My real specialty is portfolio design, implementation and management. Most people have no idea how much risk they carry, or if their allocation is suitable given their horizon, tolerance, needs etc...I am happy to talk with or give any Dragon an informal review - no charge. Office is in Alpharetta - for more info, see www.corecapadvisors.com
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