Testimonials from our Existing Pension Clients
The most powerful barometer is what our existing clients say after working with us. Let us know if you would like to reach out to any of them!
As per the SEC Final Rule 206(4)-1(b)(1) we confirm that the testimonials or endorsements were given by current clients. No cash compensation was provided for the testimonial or endorsement. No direct or indirect compensation was provided to the clients for the testimonial or endorsement. There are no material conflicts of interest of the clients giving the testimonial or endorsement resulting from the investment adviser's relationship with such clients or any compensation arrangement.
With clients in over 20 US States and 27 Countries globally, we are happy for you to reach out to our existing clients to get a real life testimonial.
US Based Clients
When you book your initial enquiry, just let us know in the extra information section that you would like to speak with an existing client.