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Is Shark Asset Management Inc. a Financial Advisor?

April 26, 2017advisor asset management financial shark

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Is Shark Asset Management Inc. a Financial Advisor?

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A – No. Shark Asset Management Inc. is a Registered Investment Advisor for purposes of managing client investments for a fee. Shark Asset Management Inc. will not make client specific recommendations, analyze client risk tolerance or adhere to a general asset allocation strategy. All clients are encouraged to seek outside Financial Advising council.