Peter Vick Email & Phone Number

WHAT I DO: I help a variety of clients...high net worth individuals, families retirement funds, endowment funds, foundations... I offer personalized portfolio management tailored to a client's specific goals and objectives by providing unparalleled service…expertise, guidance and discipline in both equity and fixed income investments. I partner with my team of experienced/skilled professionals–– traders, analysts, and support with over 60+ years of experience. Our investors can benefit from our guidance experience and transparency with the platform financial strength of Pershing Bank of New York.WHY IT WORKS: When you partner with Peter Vick / Monere Investments, you get a history/tradition of integrity, performance and value. You get the most efficient, effective and affordable disciplined custom capital management that is designed for each client’s specific goals and needs.WHAT MAKES US DIFFERENT: We at Monere Investments are here to protect our clients. We have a long history in the financial markets and deep experience with investing through varied and ever-changing market conditions. We offer creative, honest and fair independent advice/guidance. As a team, we have 70+ years of experience and a singular focus on the needs of our clients with 24/7 access to view your accounts.HOW IT WORKS: Everything begins with a discussion! You talk…we listen..and then we ask each other many questions. We will then give our assessment/evaluation in person or via phone to discuss your goals and needs. READY TO TALK? You can each out to me directly here on LinkedIn, email me at pvick@monereinvestment.com, visit us online at www.MonereInvestments.com or call me direct at 312-585-3850

Listed skills include Wealth Management, Investment Advisory, Asset Allocation, Trading, and 10 others.