Meet Steve Bass, Founder & President
I am a true fiduciary investment advisor, serving a limited number of private clients, with the highest level of integrity. I know there are 1,000's of advisors to choose from, here's what separates me from other advisors...
- I don't work for a bank, broker or insurance company, I work for you
- honest investment advisor with 35+ years of investing experience
- long term investment track record you can compare to others
- no incentives to sell any commission-based products
- no 3rd party payments accepted for influence
- you get a personalized, tailored portfolio
My free reports can help you make better investment decisions. I welcome the opportunity to earn your trust and your business.
My warmest regards,
Steve
More About Steve
I am a small firm but just as David beat Goliath, my investment strategies beat the big firm's investment products. Investors today must use discernment, since risks and costs with investment products are not obvious or disclosed by most advisors.
I offer 3 risk\reward investment strategies for high net worth investors looking to graduate from retail investment products into stocks to achieve higher long term average returns, while avoiding huge losses during big down markets with less taxes and fees.
I'm just a kid from Baltimore who became passionate about learning how to invest money at an early age. I joined the US Air Force to help pay for my education and finished with my MBA. I proudly served my country and was honorably discharged.
I spent the next 15 years as an investment analyst and a portfolio manager. In 2003, I started my own Registered Investment Advisor because I did not want to be beholden to the sales practices of banks, brokerage firms and insurance companies.
I have offices in Maryland and Florida and I use Charles Schwab as my custodian for client assets. Schwab has been in business for over 50 years, is the largest custodian for RIAs and has 380 office locations that a client can walk into.
Client references are available upon request.