“I have been a client of Sean’s for many years. First and foremost, I have been extremely satisfied with my portfolio performance. In addition to satisfactory returns, I cannot say enough positive comments about Sean's customer service, and the personal attention he gives me. He is always available for a phone call and always keeps his word on sending the research that I request, usually in less than an hour. In addition, over the years, he and I have become quite friendly. He is extremely friendly, approachable, and he even takes time to teach my 14-year-old son about finance. And finally, I have never felt pressured to invest in anything I was not comfortable with. As a mostly self-directed and sophisticated retail investor, I very much value Sean’s input, his experience, and his expertise.”*
- Dr. Silverberg, Surgeon, NYC