(2) Our Services & Fees
We are a Connecticut domiciled, registered investment advisor. We have clients coast-to-coast, from Maine to California.
We seek to align our interests with yours and accordingly do not sell any investments and do not receive any commission or other compensation from any source other than our advisory fee. We provide only advice and management of assets with an eye to cost control and risk managment, as well as return.
We offer three levels of service: Portfolio Checkup (one-time flat fee), Portfolio Coaching (hourly fees) and Portfolio Management (percentage of assets managed).
Or, contract us today at:
Richard Shaw
richard.shaw@QVMgroup.com
860-633-1760
