I get pinged by them occasionally. I did not proceed yet because i felt bad vibe with them being pushy. But wanted to understand what their performance is and if it is worth it. Anyone used them? #investments #personalfinance
Performance is very mediocre after fees. They’re a marketing company that manages money
Their performance is third party certified. I’d speak with them directly.
Scam— better off using a robo advisor
Really? Even for HNW?
Most definitely— their fees won’t eat you w the management fee if you’re HNW but after they take your money it’s near impossible to get in touch w them (personal experience and multiple colleagues)