Many people are not familiar with investments and finance. They find it difficult to know both the questions to ask and how to interpret the answers they receive. We hope this section will help you with this.
What are you most proud of as a firm?
Are you a fiduciary and are all advisors fiduciaries?
What are all the sources of your firm’s revenue (i.e. who are you beholden to)?
What are your views on Bitcoin, cryptocurrencies and blockchain technology?