Each of our clients have a personalized portfolio based on their risk comfort level and goals. We work on a one-on-one basis with our clients to protect assets and work toward achieving financial goals.
One thing that makes Connors Wealth unique, is that we offer complete transparency in investing. Our clients know what is in their portfolios. Every quarter clients meet with our advisors for a Quarterly Review to discuss the market and their client portfolio performance.
If you would like to work with a team that offers a custom portfolio and face-to-face Quarterly Reviews, call our offices today (321) 868-0732.