We here at Middleton Associates believe that our experience of over 13 years has helped us to integrate our knowledge and expertise in our clients’ portfolios. Enabling us to generate index beating performances for our clients year after year. We have enhanced client engagement and experience by applying what we have learned through feedback and research.
We have over 13 years of experience in the field, which has helped give us the background we need to make sound decisions and judgments about our clients’ portfolios. By integrating our experience with your needs, we can create a portfolio that speaks to your goals. We have beaten indexes year after year. We are able to use feedback and research to guide us to great customer satisfaction and reward.
• One of the largest independent full-service retail brokerage houses In (location)
• Ensuring client satisfaction through the implementation of diversified portfolio management and wealth protection.
• Strong client base through our online platform and sub-broker network
• Significant market share in the cash and commodity segment
• Track record of continuous growth and strong financial performance
• Proven and experienced management team and execution strength
One of the largest full service retail brokerage houses in Creating diverse portfolio and protecting wealth while ensuring customer service High number of clients Substantial market share Continued growth and great financial performance Proven management team with a great track record for success
When investing offshore, investors are no longer limited to their local markets, working with us here at Middleton Associates you gain access to worldwide markets, meaning your portfolio can be working for you 24 hours a day, maximizing your profits. Investing can be rewarding but it is not without risk. At Middleton Associates we are open and transparent about the risks that come with investing. Before you start to invest, there are a number of factors to consider. It helps to think about the risk level that you are willing to take, and what type of products are best suited to reach your goals. We minimize risk to make sure your transactions and investments are protected. Our staff excels at working with each individual client to choose a financial plan that suits their needs and risk tolerance. This means that private investors can spread their investments comfortably safe in the knowledge that they are in control of their portfolio. Middleton Associates Works with you to fit into your existing portfolios or to create a new diverse portfolio which works as hard for you, as you work for yourself.
Your portfolio can be accessed 24 hours a day and is working non-stop since we are a global firm. Of course, investing means risk. First, you must consider what is your appetite for risk. We will work with you to make sure that your goals can be reached despite whatever your risk tolerance may be. We can work with either an existing portfolio you may have to maximize the returns or we can work on a new portfolio all together so that we can create a comprehensive assortment of products to meet your needs.