Step One:

Fax or E-mail us a recent copy of your Brokerage Firm Statement(s).
Redact any account information that may be proprietary.

With our approach, you win either way!

We will review your statement(s). Generally, this process takes less than 24 Hours.

Our Process

Investor Protection & ManagemENt Services

Step Three:

Barry Cassese

Our Simple 3 Step Process is designed to keep your stress level at a bare minimum.
We do ALL the work!

Step Two:

Protecting Investors

InvestMENT ADVISOR

Before you ever commit to us, we will evaluate your account(s) to be sure there are cost savings advantages for YOU.

-IF our evaluation confirms that NO cost savings are advantageous to you AND your account is being handled as it should, you can sleep soundly having "peace of mind".

-IF NOT? We'll work on a consulting estimate. We can schedule a telephone conference or an in person meeting discussing your portfolio cost savings alternatives and show you how to avoid paying unnecessary or hidden fees.