Address
304 North Cardinal St.
Dorchester Center, MA 02124
Work Hours
Monday to Friday: 7AM - 7PM
Weekend: 10AM - 5PM
Join now to start receiving your custom-tailored investment recommendations every month.
Included in Equity Plan:
Videos and articles related to the economy and fixed-income
Identification of the current economic phase and the fixed-income products to invest in
In-depth economic and fixed-income analysis
The opportunity to follow my fixed-income portfolio allocation
AI-driven fixed-income portfolio allocation tailored to your risk profile
Unlock your investment potential
Subscribe to the Basic Plan for customized expert recommendations!
How does it work?
Find your Risk Profile
Fill our questionnaire and find your Risk Profile.
Choose the Best Combo for You
We have different options for every step of your investing journey.
Start receiving your personalized Portfolio
Every month you’ll receive all the necessary instructions specifically for your profile.