Director of VIP Services at Net Worth Solutions - San Francisco, California, United States
We are a virtual Registered Investment Advisor firm. We specialize in managing investment portfolios for individual investors using various combinations of ETFs (exchange traded funds), separately managed accounts and mutual funds. We are quite focused on continuing to brand Net Worth Solutions by applying the "old world" aspects of investment portfolio management and the "new world" scalability and reach of the internet, social media and other technologies.