• We assist clients with individual research on investment ideas and subsequent buy, sell, or hold recommendations
• We primarily research and determine the best stocks, bonds, or other securities to fit the strategy of the fund as outlined in the prospectus, then buy and sell them.
• We prepare reports on how well the fund is performing for clients,
• Develop reports for potential clients to know the risks and objectives of the fund
• Identify clients and companies who may make good fits as clients.