Mark Aho, our Founder and Director of our team Investment Committee, designs your investment strategy and asset allocation. In addition, your primary Relationship Manager is responsible for the day-to-day management of your portfolio, as well as face-to-face meetings and ongoing support.
As part of our highly personalized investment process, we also maintain regular communication through your dedicated team member who is familiar with your personal situation.
Check the background of this firm on FINRA's BrokerCheck