Metis Global Partners, LLC

SEC-regulated
Registered investment advisor
The firm's brochure provides detailed information on various aspects of their advisory services. Established investment strategies, risk analysis, and methods of analysis are outlined in the document. The firm offers services to different types of clients and operates with a fee-based compensation structure. Performance-based fees and side-by-side management are also part of their offerings. Clients can expect the firm to act with investment discretion, allowing them a certain level of control over their investments. The brochure also covers disciplinary information, financial industry activities, affiliations, and the firm's code of ethics. Additionally, details on brokerage practices, account reviews, client referrals, custody services, and voting client securities are provided. The brochure concludes with financial information about the firm. This comprehensive overview aims to inform potential clients about the firm's background, expertise, and the terms and conditions associated with their advisory services.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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