Review services provide the added comfort of more oversight for investors that already have their basic investment service needs met or would like a “preview” DHW’s investment knowledge and professionalism.
Review services include:
- Assess diversification based on investor risk profile.
- A review and comparison of investment related fees to relevant industry benchmarks.
- Addressing specific investment related questions.
To request a quote please reply to me by email (firstname.lastname@example.org) or by phone (315.655.5856) with some basic info regarding your investment size, account type, security types and other investment related issues you would like reviewed.
DHW is an independent registered investment adviser registered in the State of New York. DHW acts in a fiduciary capacity and does not work on a commission basis of any kind.