Helping you plan a bright future!
Helping you plan a bright future!
Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Elango Ponnusamy began his investment in September, 1998 as an investor in southern India in NSE & BSE. Elango holds 3 master’s degrees including his MBA (corporate finance & Entrepreneurship) from University of North Carolina, Chapel Hill, NC. Elango has an earlier experience in running a broker-dealer of Motilal Oswal Securities Ltd in 2003-2004. Later he shifted his career into the IT industry while staying invested in markets all the periods from 1998 to till now. As part of MBA, Elango holds a HIGH percentile in Derivatives (Stock options) trading subject. Over the last 10 years Elango has been a part-time stock advisor to many of his family members, friends and others who have benefited with high percentage returns from 100% - 400% on long stocks in US markets. Also he is a serial entrepreneur, who has run a couple of ventures prior starting with Soft Capitals. As a CEO and Head of Markets, we strongly believe Elango’s picks will be 80% or over successful as it did in the past.
Jennifer began her investment career in June, 2000 as a planner with ACME Investments. She left ACME in 2005 and became an agent with Worker's Group. She’s been at Goodman & Partners since 2010. She hikes in her spare time.
Pedro began his career in June, 2001 as a broker with Doe Investments. He left Doe in 2004 and started his sales career as an agent with Worker's Group. He’s been at Goodman & Partners since 2007. He rock climbs in his spare time.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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