FINTRADE SERVICES INC. is a trusted financial services company with over 15 years of experience in the industry. They offer personalized financial planning and investment strategies based on the client's needs and goals. With a team of 50+ experienced advisors, they provide regular reviews and updates to ensure the client's portfolio is aligned with their objectives. FINTRADE also prioritizes client education, ensuring they understand their investments and financial decisions.
They cater to a diverse client base and offer a wide range of financial services such as investment planning, tax preparation, estate planning, retirement planning, and insurance services. Their fees are transparent and competitive, and they do not earn commissions, eliminating potential conflicts of interest. As a Registered Investment Advisor, they adhere to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients.
FINTRADE has a clean record, as they are required to disclose any potential conflicts and any disciplinary actions taken against their advisors. They are also a member of the Securities Investor Protection Corporation, providing additional protection to their clients. Overall, FINTRADE SERVICES INC. is a reputable financial services company that strives to help its clients achieve their financial goals through expert guidance and personalized solutions.
PORTLAND PRIVATE EQUITY, LP is a renowned financial advisory firm that has been in the industry for over two decades. Their team of experienced financial experts offers a range of services to assist clients in achieving their financial goals. With a strong track record and commitment to excellence, PORTLAND PRIVATE EQUITY, LP has become a trusted partner for those seeking sound financial advice.
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. They offer a range of services such as investment planning, retirement planning, and risk management. They also have a transparent fee structure, with fees based on a percentage of assets under management, ensuring the alignment of interests with their clients.
Founded in 2000, PORTLAND PRIVATE EQUITY, LP has grown into a leading player in the industry, thanks to their client-centric approach and dedication to providing value to their clients. As a registered investment advisor, they are required to disclose certain information, including their code of ethics, privacy policy, and business continuity plan. For more information about the firm or to schedule a consultation, visit their website.