Mutual Funds & ETFs

We actively help clients build, implement, and manage diversified portfolios using mutual funds and ETFs aligned with risk tolerance and objectives.

Our Process

Risk profiling
Asset allocation
Cost awareness
Portfolio construction
Periodic reviews

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Securities offered through Fairport Capital Inc., Member FINRA/SIPC.
Chirag Patel, Registered Representative. CRD #7304217.
Insurance services offered through Majestic Wealth Builders. NPN #10730296