
Recently, the industry has undergone a change. RIAs have found lower cost money managers in the form of robo-advisors and have begun to invest their clients in less expensive products. RIAs have access to a robust suite of technology: portfolio management, auto-rebalancing, CRM, pretty dashboards, enhanced reporting, etc. But these tools come with a price. In order for RIAs to maintain their margins, they pass these fees through to their customers, and investors still get hurt.
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He not only answers questions, he takes the time to explain in laymen’s terms the answer as he seeks to educate his clients as well.
He treats every client like his most important client, no matter the size of the investment.
Transparent, trustworthy, empathetic and thoughtful is how I can best describe their services (not to mention the positive investment returns!
Gabe has been extremely helpful, transparent, and patient in explaining his financial investment strategies and his outlook on the market in a very direct manner.
Results are excellent and the level of service is simply superb.
Great service, transparency and algorithmic trading that is personalized to our goals- not to mention beating the street persistently.
Positive Responsiveness, Quality, Professionalism, Value
He is smart, a good listener, and able to distill complicated information in a user friendly, extremely helpful manner.
Very recommended yielding above market value and always responsive!
Not just with my returns, which have been great, but with the communication and care Gabriel has with all of his investors.
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