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Have your portfolio managed
For investors who would rather have a professional manage their portfolio: a private conversation with Mark, then an introduction to our registered investment adviser partner.
The challenge
Managing a significant portfolio well takes time, discipline and tax awareness, and many successful people would rather spend their time elsewhere. Choosing who to trust with it is one of the most important decisions they make.
The strategy
Start with someone who already understands how you think about money. Mark talks through your goals with you first, and if professional management fits, he introduces you to the portfolio manager at our registered investment adviser partner and joins that first conversation.
How it works
- A private call with Mark. Your goals, what you own today and how involved you want to be.
- A joint meeting. Mark introduces you to the portfolio manager and joins the first conversation.
- Your decision. You receive the adviser's own disclosures and agreements, and decide whether to go ahead. There is no obligation.
Important
REMii Group, Inc. is not a registered investment adviser and does not provide investment advice. Advisory services are provided by an independent registered investment adviser under its own agreement with you. REMii Group has a paid sponsorship relationship with that adviser.
Talk it through with Mark
A complimentary, private strategy session with Mark or a licensed member of his team. No obligation.