360

Updated 517 days ago
  • ID: 50925722/5
The advantage of working with an Investment Advisor Representative & 360 Capital Management is that we are independent fiduciaries. We submit to dutifully place our interests below that of the client and disclose any possible conflicts of interest. We employ a consultative process in working with our clients that is more about wealth management and education than it is about being singularly investment oriented... We have two aspects to our practice. As an Independent Investment Advisor Representative (IAR) we deal with traditionally managed investment portfolios. Also, as Independent Insurance Advisors we offer unlimited solutions in the insurance planning arena. When appropriate we utilize strategic insurance products to solve estate tax matters such as life insurance, annuities, and Long-Term Care. We can provide a large array of products and offer the best solutions to our clients... We are committed to cultivating meaningful, high trust relationships with each of our clients..
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Interest Score
1
HIT Score
0.00

Chief Investment Officer

Founder

President
Domain
360-cm.org

Actual
360-cm.org

IP
66.235.200.145

Status
OK

Category
Company
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