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Trending Trading System
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Investor Education
Client Onboarding
Home
About the Advisor
Advisory Services
Portfolio Advisory
Financial Planning
Review & Rebalancing
Equity & Equity Derivatives Strategies
Trending Trading System
Advisory Process
Fees & Disclosures
Investor Education
Client Onboarding
Login
Refund & Cancellation Policy
Fees once paid are
non-refundable
.
Clients may
discontinue
services
but no partial refunds are provided.
Delivered reports, plans and analysis are non-refundable.
Advisory outcomes depend on the accuracy of client information.