The firm's team of advisors includes two chartered financial analysts (CFAs), one certified financial planners (CFP), and one certified public accountant. PAX Financial Group creates portfolios for clients based on their individual goals and financial situations. PAX has what it calls an investment committee, a group of financial advisors who work together when deciding how to manage a client’s assets. Titleist provides financial planning and advisory services to help clients manage their investments. The firm also partners with other financial institutions to allow clients to trade a range of securities.
If you adored this article and you simply would like to get more info relating to mouse click the up coming website page generously visit our web site.