Investing With Us

Once you have made initial contact with us. we will set up a meeting with you for a no-obligation, free consultation to review your portfolio, financial needs, and to determine if we can help you. Call 301-774-1100 for an appointment.

Dedicated Advisor only working for you
As an Independent Investment Advisor I work only for you. I do not endorse or sell products for any investment companies. I do not sell insurance policies, mutual funds or any investment product from which I, directly or indirectly, derive a commission or payment.

Fidelity Investments Role
Fidelity Investments is the investment firm that I use to make transactions, keep records, and send you statements.

Fidelity services include:
• fiduciary (see right side) custody of your account and its assets
• performs the purchases and sales of the investments I choose.
• provides online and paper statements to you and me.
• provides trade confirmations (receipts) to you and me for each
   transaction I make.
• monitors regulatory compliance.
• provides various up-to-date industry and investing data.

Contractual Minimums
• Time: 3-years.
• Amount: $500,000.00