Our firm was founded on the principles of integrity, professionalism and exceptional client service. We are also deeply committed to continuous improvement. Our dedication to doing what is best for you, our clients, prompted us to engage CEFEX, the Centre for...
Met with: Orlando Figus & Mondrell Moore Discussed value, tax efficient investing, trading fees, ultrashort fixed income, Emerging Markets and US Equity Markets. Attendees: Greg Tobey and Dan Romero Location: Sushi @ Sushi Time: 1:15pm Estimated Cost:...
Met with: Jacob Raphaeli Discussed international stocks, Short term fixed income, balanced opportunities and technology Attendees: Greg Tobey and Dan Romero Location: Reunion Time: 1:15pm Estimated Cost:...
Met with: Dominick Giordano Discussed industrial, cyber security, buffers, and direct indexing strategies. Attendees: Greg Tobey and Dan Romero Location: Habachiana Time: 1:15pm Estimated Cost:...
Met with: David Martinez We discussed fixed income, international stocks, value and growth. Attendees: Greg Tobey and Dan Romero Location: El Matatan Time: 1:15pm Estimated Cost:...
