HiddenLevers’ team will be conducting a limited number of free financial planning sessions for individual investors over the next month. Let us put our years of experience managing multi-million dollar portfolios and managing risk for major financial institutions to work for you.
You’ll get one hour of our time to assist you in formulating or improving your financial plan, and in return we will ask you a few questions about our product and how we can improve HiddenLevers to better meet your portfolio planning needs.
If you’re interested, please email us at firstname.lastname@example.org with the following information:
- Your name and phone number
- A brief summary of your current financial situation
- A brief summary of your investment portfolio
- Your financial goals
Please email us no later than Jan. 31 2010 to participate. If you’re selected, we will contact you to schedule a one-hour time slot for the phone session.