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Dan Mathewes

7 months ago

I recently engaged with a certain investment manag...

I recently engaged with a certain investment management company and found their services to be average. The website was clean and user-friendly, making it easy to navigate and find information. However, I found the lack of detailed information about their investment strategies and performance to be a bit disappointing. Additionally, it would have been helpful to have more transparency about their fee structure upfront. The customer service was polite and responsive, but I felt that there was a bit of a disconnect when it came to fully understanding my investment goals and needs. Overall, the company provided a satisfactory experience but could benefit from improving their transparency and communication with clients.

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