Open your own path to the exciting world of investments with a trusted personal guide
Stock & Bond Investing
Build wealth with confidence. Leveraging my experience managing $4+ billion in assets, I design portfolios that balance growth and stability, tailored to your risk tolerance and goals. Whether it’s high-yield bonds or blue-chip stocks, I’ll guide you to smart investments.
- Relationships with clients, with employees
- Integrity in all we do to achieve full potential
- Cut expenses without sacrificing quality
- Integrity in all we do to achieve full potential
- Hone sharp leadership skills to manage your team
- Manage your time so you’ll get more done in less time
Holistic Approach
The most fundamental of all our work principles is that if the client is happy, then we’re too. This is ensured by the fact that we offer whole range of fiscal consulting – staring with taxes and accounting, all the way to investment opportunities and retirement planning!
Risk-Free
Via advising on our client’s investment and liquidity portfolios we come to manage significant amount of money. But for us, the bigger the sum is the higher our responsibility is. We’ll never cause you lose money due to unsound or plain risky strategy!
Long History
Since the times former Wall Street expert John Steven Levegerie and his fellow investment market colleagues decided to quot their respective firms in order to form their own, we’ve grown in so many remarkable and expertise-wise ways!
Reasonable Fees
While we do work with the world’s and nation’s richest companies across the aisle here in New York and on Wall Street, we never mismanage their trust in us. Meaning, all of our pricing and service fees are reasonable, just and dictated by the revenue we bring in!