Gladys Van's Contact Details

Gladys Van's Company Details

Reliance Investing, Inc.

Sandy, UT, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Founded in 2008 by Destry Witt in Vancouver, WA.Achieve your financial goals with personalized investment and portfolio management services from RELiANCE Investing, Inc. Our investment management process begins by visiting with you to determine your objectives. Generally, an analysis is written in the form of an Investment Policy Statement that delineates rate of returns to help achieve your objectives. From this analysis, recommendations are made that provide a positive coefficient of variation congruent with your existing investments. We focus on your needs and are therefore impartial towards products. We are very comfortable managing portfolios of individual securities, but also use third party products. Our experience and education has afforded us exposure to providers with superior processes and we're proud to share that information with you once your objectives are determined and an Investment Policy Statement has been developed. Our Portfolio management team, administrative staff, client pipeline, and existing relationships make it easy for you to meet your financial goals. Once the proper accounts are set up and funded, we encourage you to maintain regular communication with us and monitor your accounts frequently through Web access or account statements. These tools communicate how events in the markets and economy affect your key assets. You should understand how and why changes occur in the value of your accounts. When you have questions, we encourage you to contact us and learn. Our staff is available 24/7 as necessary to support your Investment Management interests.DISCLAIMER: RELiANCE Investing, Inc. is a Registered Investment Advisor only. This information is intended for residents of the United States. This information is not intended to be personalized. RELiANCE Investing, Inc. is licensed with the State of Washington, California, and the State of Utah and will ensure proper licensing or exemption from licensing before conducting any business.