Aldwin Callen offers the same high-quality investment ideas and analyses as larger brokerage firms, but with the personal attention associated with a smaller, more client-focused investment firm.
We provide each client with a dedicated Aldwin Callen senior financial advisor who will make investment recommendations, promptly respond to your needs, enquiries, and directives, and keep you informed about the performance of your account. Additionally, your wealth advisor may be able to assist you with the following services:
- Recent analysis and commentary on stocks, bonds, mutual funds, and options
- Private equity or capital markets opportunities
- Investments with a tax advantage
- Strategies for retirement planning
Because we are an independent brokerage firm, we are not tied to any fund family or investment bank. Our thoughts and proposals are product- and firm-neutral, and are tailored to each client's unique aims and interests.
However, we believe that providing excellent service includes more than just competent investment selection. As the last few years have proved, one of the key advantages of working with a full-service brokerage firm is having someone to lead you through market turbulence, supporting you in making sound investment decisions and avoiding disastrous ones. Aldwin Callen is a relationship-driven firm, not only about portfolios.
Please contact us to learn more about our brokerage services.