FAQs
FAQ
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Who is Gradient Securities, LLC?
This is our back-office broker-dealer, who supports us and provides us with the resources to best serve you as our client here at O’Neill Asset Management. -
What is a Fiduciary?
A fiduciary is defined by the legal and ethical requirement to put your best interest before their own. -
How do I set up an appointment?
We ask that you call our office to schedule a meeting. We can meet in-person, by phone, or via Zoom. -
How often will we meet to review my portfolio and its performance?
We ask our clients to commit to bi-annual portfolio reviews. -
What Is a SmartVestor?
A “client-first” approach, we are Independent Investment Advisors – which means we are held to the highest fiduciary standard.