Question 1

What services does the company offer?

Accepted Answer

The company provides private wealth management services to wealthy individuals, their families, and their family offices. They are an independent investment adviser that offers a variety of best-in-class investment solutions.

Question 2

How does the company maintain client trust and privacy?

Accepted Answer

The company is dedicated to putting their clients' interests first and maintaining the highest level of discretion with their clients' affairs. They value client privacy and charge a transparent fee based on a percentage of assets under management.

Question 3

What sets the company apart from other wealth management firms?

Accepted Answer

As an independent adviser, the company is not affiliated with a big bank or brokerage firm, allowing them to offer a variety of investment solutions. Additionally, they do not charge commissions or receive distribution fees from the investments they recommend.

Question 4

How does the company ensure the safekeeping of client assets?

Accepted Answer

The company's clients' assets are deposited with qualified custodians such as Pershing LLC and Charles Schwab & Co., Inc., which have trillions of dollars in global client assets.

Question 5

What kind of personal service can clients expect from the company?

Accepted Answer

The company is committed to delivering first-class personal service and their highest effort to each and every client.

Greenwich Advisors, LLC

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About Greenwich Advisors, LLC

Frequently Asked Questions about Greenwich Advisors, LLC

What services does the company offer?

How does the company maintain client trust and privacy?

What sets the company apart from other wealth management firms?

How does the company ensure the safekeeping of client assets?

What kind of personal service can clients expect from the company?

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