TATallRock Capital★★★★★
Trustful relationship
It has been a 2 year journey and I feel there is a good, open and trustful relationship with our Advisor. The financial outcome has not been as good as initially expected or hoped, but I can count on him to take action when the portfolio is underperforming.
2025-08-28Verified
TATallRock Capital★★★★★
Good information level
There was a good dialogue about risk profile, investment possibilities, structure of portfolio etc. etc. There was one misunderstanding along the way which was cleared up quickly. If my portfolio had been making a profit currently I would have given 5 stars (note I am only 4 months in so not really a fair timeframe for assessment)
2023-10-30Verified