Our Modus Operandi

Market Wiz Advisors makes an approach to marketing ourselves and building our clientele consists of offering to analyze the investment portfolios and/or the entire estates of individuals at no cost or obligation.

We make suggestions and hope that permanent and mutually beneficial relationships evolve from that point forward.

On an ongoing basis, we help our clients monitor their portfolios of financial assets.

If, with the passage of time, there is a security in their portfolios of which we think they should dispose, we take the initiative to communicate our opinion to them and suggest a replacement; and, if they tell us they have money burning a hole in their pockets, we are always prepared to suggest a home for it.