Veda Financial

Veda Financial

金融服务

Newport Beach,California 408 位关注者

Customized, Knowledge based Wealth Management for Individuals and Retirement portfolios on the Charles Schwab platform

关于我们

Veda Financial is an Investment advisor firm focusing on growth, We provide customized, results-oriented investment management services tailored to your specific goals. We are focused on capital preservation and long-term growth WHOM WE WORK WITH Individual investors / Companies Retirement IRA/ 401K / 403B Foundations/ Trusts / Endowments WHAT WE INVEST IN MARKET LINKED NOTES STOCK MARKET RETURNS WITH DOWNSIDE PROTECTION STOCK/ ETF GUARANTEED INVESTMENTS

网站
https://www.vedafinancial.com
所属行业
金融服务
规模
2-10 人
总部
Newport Beach,California
类型
私人持股
创立
2017
领域
Active manager、Portfolio management和Managed accounts

地点

  • 主要

    120 Newport Center Dr

    US,California,Newport Beach,92660

    获取路线

动态

相似主页

查看职位