Frequently Asked Questions

You Asked, We Answered

It’s important to us that our clients feel fully informed and confident when working with us. That’s why we’ve made a list of previous clients' questions along with answers from our experienced team. Browse through the information below, and if you have a question that isn’t included here, feel free to reach out to us today.

What kind of process do you follow in managing my investments?

The first step is to understand the financial situation and goals of my client. From there I would I ask ask questions about their comfortability on whether they want to invest large sums of money or would they rather DCA ( dollar-cost-average). From their I would take that information and perform market research on the best asset allocation.

I would then discuss with my client the investment strategy they would prefer(short-term, long-term, passive or active), this gives us a better sense of direction for potential ROI(return on investment) options.

After that, I would carefully track my clients portfolio and have frequent updates to keep my client in the light about the trajectory of their invested capital.

What is your approach to providing financial advice to your clients? What Makes you different from other consultants?

My approach is having open, honest, transparent, empathetic, understanding conversations with my clients in order to aid them in feeling comfortable in discussing seemingly uncomfortable conversations involving finances. The reason being is that at my core, I want to spread the knowledge that can aid in the succession of my people. I want my clients to see and understand that their freedom is in their own hands. I want my clients to know that wealth is having capital, but it is also having a vast reserve of knowledge to be able to continue to create and maintain. Furthermore, I want my clients to see beyond just themselves and push the narrative of generational wealth, which is a nice combination of having capital and knowledge. This is something I preach and I want for myself and I want to utilize my gifts to empower those around me to achieve the freedom we desperately need.

What if I am not satisfied with Neo Capital Reserve?

"Your money back guaranteed.....". NO, In the case that you are unsatisfied with our services, we want to be able to have those conversations to understand how we can improve to best serve your needs. We want our clients to be open and honest about what they need from us in order to move them forward and become winners. Your success is dependent on us helping you to achieve your goals through the company. Our clients are freely able to voice their concerns and opinions because this allows our team at Neo Capital Reserve to find the root of any issue that could be impeding our efforts to provide you with the best quality service. IF all of our resources are exhausted and we are unable to find a solution to serve you, then it is in the power of you to decide to move forward in your journey. You will always have a home at Neo Capital Reserve if the spirit of the wind decides to bring you back to us.