Registered Invesment Advisors
Investment Advisory firm utilizes Modern Portfolio Theory and Efficient Frontier disciplines to develop risk-minimized portfolios for individuals and institutions. Fee only. No commissions charged.
Keywords: Investment, Investment Adviser, Investment Consultant, Personal Investment, Money Manager, Finances, Mutual Funds, Retirement, Pension Plan, Asset Management
Interview Q&A
How long have you been in business?
Since October 20,1997
What is your primary product or service?
Investment Advisory
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Principal is a Registered Investment Advisor, Financial writer, Wall Street Broker, Corporate and Advertising Executive. He holds an MBA degree from the New York University.
How do you differentiate yourself from other businesses in your category and area?
Asset-based Fee Service. No Commission. Safety of asset is our priority.
How many locations do you have and do you have plans to expand?
One Location. Manages U.S.A and International Clients. E-mail Goldmeld@aol.com provides easy two-way contact will all clients.
Provide detailed directions to your location
See Google map. By appointment only. Use E-mail Goldmeld@aol.com to request an appointment.
What type of payments do you accept?
We accept only checks payable to our custodian Charles Schwab, Inc.
Which areas do you service?
Geographically, U.S.A. and foreign countries. All types of securities. Personalized Portfolio Management, Rollover IRA, Roth IRA, Stocks, Bonds, Mutual Fund, ETF's, RIET's.
Who owns your company or runs daily operations?
Corporation. Chairman, Gilbert M. De Los Reyes, MBA New York University.
What are your hours of operation?
9 AM - 5 PM. Appointments Only.
What is the best compliment anyone can give you?
Trustworthy, reliable, works for the benefit and safety of client investments.
What is your favorite quote or Bible verse?
"Oh, that You would bless me indeed, and enlarge my territory, that Your hand would be with me, and that You keep me from evil, that I may not cause pain." Prayer of Jabez, First Chronicles 4:9-10