The personal CIO service is free to try. There is no obligation. No credit card information is required. There is no obligation to continue. We don't put you on a mailing list (unless you request it). There is no hard selling (we like investing better than selling).
If you would like to continue, we can do so at an hourly rate. Give us a try!
Would you like to ...
Have access to the knowledge, tools, and perspectives that guide our own investing?
Get the insights you need but still retain control over your investments?
Hear both the pros and cons of various investment ideas, theories, and positions?
Be able to parse through the misinformation, fallacies, and exaggerated claims?
Get a distilled assessment of the investment landscape so you can focus on the most important things?
Support fiduciary responsibilities?
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