|Steven J CohenCFA
Results That Count - Bespoke Advantage
Family Office & Wealth Manager
At our multi-family office or shared investment firm we manage family
and individual non-property and non-business assets, essentially daily
quoted: stocks, bonds, funds, currencies, commodities and all other
securities. Accounts are held in your, trust, pension or corporate
segregated account. You can access you account online 24/7 as well as
communicate with the qualified investment professionals that design the
algorithms and procedures that ultimately drive our investment
performance. We are an experience, successful, professional firm utilising
supervised technology for a multi-generational, five star plus service.
Presentation (basic performance):
Download App for Android Phone
Download App for iPhone
and take the compatibility test to identify if you would
benefit from becoming a member of our office.
Our updated app Bolsa2 also includes firm: regulatory,
professional and portfolio login links, multiple news
feeds, our own social network and network deal flow.
Kindly uninstall previous versions before installing the
Presentation (full technical):