Daniel C.

Emily Rassam rocks!

Having worked with Emily as a default advisor assigned to me, I could not have been luckier in our alignment. Emily has consistently made herself available as I have sought guidance, performed well in adverse markets, and provided the balanced approach maximizing returns with moderate risk. She is well versed across all investment vehicles and takes the time to discuss strategies and their merits. From humble beginnings she has helped grow my total portfolio in a responsible manner while being respectful of the principles that guide my decision making. As she transitioned to her current firm (AIM), she has proven to operate with integrity and dignity by honoring her obligations to her previous firm. With her ability to blend traditional wisdom and financial thought leadership with current understanding of regulations and opportunities, Emily can and will deliver on your financial goals with a clear, well round plan and ongoing communication.
If you’re not investing your money through Emily, you should be.