Financial Services - Charlottesville, Virginia, United States
Split Creek Capital knows that you should not have to choose between customized, personal financial advice, and professional portfolio management. Don't settle for an inexperienced "retail" advisor who lacks the depth of expertise you need. Don't tolerate a poor "big bank" customer experience just for the brand name. Come to Split Creek Capital and find out how we can do better together.Digital documentation and onboardingPersonalized client portal (PC/Mac/iOS/Android)Customized banking integrationIn-person or video (Zoom) meetings21st century risk profiling using modern portfolio theory and behavioral financeMulti-factor modeling, risk management and portfolio analyticsDynamic reporting
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