Wakker
Finance Advisory
Service
How do
you manage?
How do
you focus?
A strategic
approach
Magnify
Opportunities
Four step
process
Questions
& Answers
The Principal
Contact Us


How do YOU MANAGE your investments WITH VISION? Vision top


Your Financial Advisory Service (WAKFAS) has been providing professional discretionary investment management to all types of investors.
Our goal is an investment strategy that both promotes growth and controls risk with equal emphasis on safety and return. Using sophisticated investment research methods we determine which securities to buy or sell and when to do so.

We work for you with no conflict of interest because we do not engage in product sales. Our fee is based on the value of your assets and involves no compensation for buying or selling. Our revenue is based on the value of the assets our clients have entrusted to our care.


Clear, unbiased  INVESTMENT STRATEGIES that promote growth, control risk and uncover OPPORTUNITIES

WHAT to LOOK for in an INVESTMENT advisor
  • Good return without excessive risk
  • Knowledge of securities markets
  • Fee-based approach with no hidden costs
  • Clear vision and meticulous research
  • Objective thinking
  • Ability to make tough decisions
  • Honest communication



[ how do you manage? ] [ how do you focus? ] [ a strategic approach ] [ magnify oportunities ]
[ four step process ] [ questions & answers ] [ the principal ] [ contact us ]


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