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Home > Financial Services > Stock Brokers > Akar Capital Management
Akar Capital Management
Akar Capital Management Inc is a member of NASD the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The company specializes in portfolio management for individuals, corporations, retirement accounts, trusts and charitable foundations. Their successful growth has been primarily the result of word of mouth advertising and customer referrals. With your visit to their web site, you too are invited to consider Akar Capital as your partner for your immediate and future investment needs.
The company is completely focused on understanding and serving your needs and objectives. Their only goal is to help you achieve the long term financial goals that you have set for yourself and your family. Applying their experience, research, judgment and skill to improve the financial aspects of your life is their one and only business.
The Broker assisted accounts available for clients who want a full service, self directed investment account, with ongoing communication and support from a professional broker, with market updates, including fundamental and technical analysis when requested.
The company provides you with a customized investment plan based on your investment goals and objectives. They monitor your portfolio daily. In addition, they are committed to the best in personalized service. Presently, their individually managed accounts range from $100,000 to $5,000,000. More important than satisfying the minimum account size criteria, however, is the need to establish a trusted working relationship with you to help you meet your investment goals. They accomplish this by spending a great deal of time getting to know you and your needs.
As a private firm, they take the time to get to know you personally and watch out for you and your family's financial interests. The company is committed to successfully managing your investment portfolio and becoming one of your most trusted sources of investment advice.
Their stock selection process begins with a screened list of approximately 250 stocks, that have been selected based on very strict, predetermined earnings and sales criteria requirements. Ongoing communication lays the foundation to continuously review your portfolio, to ensure it is being managed in accordance with your current financial needs and objectives.
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