ITANNENBAUM

Communication is key to our practice. When working with individuals and institutions, our goal is to achieve fluid communication with each client. We offer permanent access to online reports, status updates, and data analysis executed by our advisors... Our work as an independent firm began in 2011. We have been working for over ten years in the management of investment portfolios for individuals and institutions... According to each investor's profile and objectives, we develop custom investment portfolios, providing support at each stage of the process. We create active or passive participation strategies adjusting to each client's needs and desire for participation.