SOLUTIONS

 

Shenouda is a Registered Investment Advisor with the State of California.

We are a Fee Only advisory. That means the client have more control over direction of the portfolio and over their advisor.

Our ultimate goal is to deliver great results and achieve client satisfaction. Since we sell no products and charge only advisory fee, we pick the best funds out of the best fund companies and act in my client’s best interest. Also, there is no lockup period, the client have full control over his assets and can withdraw them in a day notice.

Open an Account