A Process for Client Success
https://youtu.be/MkqM3cQUI8o Becoming a Client Sewickley Financial was founded with the objective of maximizing returns in the public markets for a small group of clients. We treat our clients as partners. It is their success & satisfaction which defines the firm. Before beginning to partner with a client, we sit down to get to know them better & ask...
Investment Process
https://youtu.be/xq-Y0ABE9uM Taking the time & effort to understand an investment (be it a business, a bond, an index fund, an ETF) months or years before you invest, can dramatically improve your ability to earn a reasonable return. With that in mind Sewickley Financial takes the approach of monitoring a list of investments across asset classes of...