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Businiess name:
Walnut Investment SVC LLC
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Review by:
citysearch c.
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Review content:
Mark and Harvey, at Walnut Investment, are the typical old world gentlemen running a small, neighbourhood firm, meets new world high tech professionalism. They have a double-team attitude-Mark handles the investments and portfolios, and Harvey makes certain there are no major tax implications, or what can be improved upon.
Even with the last two weeks of the market diving and losing all its gains of 2011, my portfolio is still up a significant amount [given that it's UP instead of in a nose-dive like many other of my friends who chose other RIAs, I'd say, I made the right choice with this firm - and suggest you do the same].
They are sweet, but don't let that fool you, they are both high intelligent, savvy businessmen, and have their clients' best interests at heart. And that's why I like them, they're not high-pressure salesmen and are comfortable with the client taking control whether they use the firm's advise, or them taking over for the client [as in my case - I trust them to do the right thing for my portfolio and leave it all up to them, and watch my investments grow] :~)
Very happy to have found them [and so is my portfolio].
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