Investment Counseling

This service is incorporated into every transaction we do, although ongoing investment counseling provides regular evaluation of an investor’s portfolio.  Part of the counseling scope includes personal estate building and acting as a buyer’s agent for commercial property.

It is no secret the world is dynamic.  Lifestyles evolve over the years as children grow up and careers mature.  Meken Equity Management evaluates a client’s portfolio against his or her changing lifestyle to determine whether the investment is maximizing net worth and meeting the client’s goals.