Dear Prospective Client,
Here are some key questions you should ask yourself before you engage an investment advisor:
Please call me for a free consultation. I'd be happy to discuss your needs, and explore your options. I'm sure you'll be happy with my service.
Keith Bong, CFA, CPA
Topper Capital Management Inc.
Topper Capital Management Inc is a diversified professional services firm focused on asset management primarily in the equity and fixed income markets, and selected financial and administrative support services for our clients. We serve a broad spectrum of clients from individuals to institutions, both domestic and international, who are seeking to capitalize on our experience and resources.
We take great care in delivering quality service. You can expect a trusted advisor willing to build a long-term relationship grounded on integrity and professionalism.
Topper Capital Management, Inc
18101 Von Karman Ave, 3rd floor
Irvine, CA 92612
Phone: (714) 276-0905 or (714) 475-7800
Regulatory and Disclaimer Information: Topper Capital Management, Inc. (Topper) is a Registered Investment Adviser in the State of California. Topper is not rendering or offering personalized investment advice through this media. This media is limited to the dissemination of general information on the adviser's service offerings and provides for an efficient mechanism in which a prospective client may contact Topper. Advice may only be rendered after the delivery of a disclosure statement (FORM ADV) and the execution of an investment advisory agreement by the client and the adviser.
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