Investment Planning Workshop
SKU:
$1,000.00
$1,000.00
per item
This is a four-hour workshop where we build an understanding of a client's investment objectives and answer questions they may have. We also run a 'Chicago Quantum Net Score' run for the client in advance of the workshop and walk through the insights and findings.
By the end of the workshop, we have built a better understanding of the client's situation, and found stock portfolios that may be attractive (either long or short).
This service is intended to be delivered onsite, with the client. It can also be spread over two days to accommodate schedules.