Name | Title | Contact Details |
---|---|---|
Patrick Baca |
Chief Technology Officer | Profile |
Gugo Martikyan |
Vice President of Technology | Profile |
Martin Mazor |
Chief Information Security Officer | Profile |
You are a unique individual, with your own experiences, ideas and concerns about investing. Our process starts with an in-depth understanding of your goals, preferences and unique circumstances. We draw on our deep understanding of investing, and collaborate with you to deliver custom portfolios that match your requirements and meet your expectations. We blend asset classes, strategies and managers with complementary styles into broadly diversified portfolios that span a wide spectrum of global investment opportunities.
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