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Divorce and Loss of Spouse ​Expert

No Conflicts of Interest – we are not paid commissions and have no incentive to recommend or invest in specific securities.

Active Portfolio Management – we use a variety of risk management tools and strategies that position our clients not only of when to buy, but also a clear exit strategy for every position they own.

Fiduciary Relationship- Our compensation is directly tied to the performance of your account so our interests are properly aligned with yours.

No Exit Penalties – we do have not have exit fees or redemption charges. Our clients may cancel their relationship at any time with 30 days written notice.

Knowledge – we enjoy sharing knowledge and empowering our clients with confidence to be a better steward of their financial resources.

James Moncrief

Tactical Porfolio Manager

Advisor for divorce, loss of spouse