+
years experience
The world is changing rapidly. While traditional investors seek safety in benchmarks and passive strategies, CEE believes this behavior is counterproductive. Innovation is causing disruption and the risks associated with the traditional world order are rising. We strive to invest at the pace of innovation.
In business, we focus on 3 things.We offers a large firm’s breadth & depth with in-house analysts, a powerful trading system
Our team of advisors work closely with our research and investment experts.
Our advisors deliver the best possible service and options for you.
Help you compare your current financial situation with the outcomes that can be achieved.
We apply the best products and services that are in your best interests and are fairly priced.
As a fee-only financial advisor, we strive to serve you, not to sell products.
In the corporate environment of large brokerage and investment management firms, your best interests often come second to the firm’s desire to maximize profit.
Fee transparency, advisor availability, plus clear and simply-worded messaging are the foundation of your peace of mind.
We approach every decision with thoughtfulness and analytical rigor. We stick to our guns through the market’s ups and downs, don’t chase fads.
Focus on providing professional financial advice and investment solutions.
Learn MoreAdvisors with extensive experience in providing strategic wealth management services.
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Our founders have combined their decades worth of experience from leading organizations like E*TRADE, Uber, TradeIt, Lightspeed Financial and more, to bring you Bitcon.
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