With a long-term track records in Blocks Finex since 2015, the portfolio management team has been providing efficient and cost-effective exposure to a variety of different commodity benchmarks. The Team seeks to add value in commodity markets through identifying market inefficiencies and price dislocations. The philosophy includes a conservative approach to managing the underlying cash-collateral portfolio in order to preserve the diversification and inflation-protection qualities of the asset class.
Few examples of commodities are; Gold, Copper, Silver, and Platinum. The United state Metal Exchange announced it would launch futures contracts for metals used in batteries. The exchange expect there, will be a large market for such metals as the demand grows for electric vehicles. Through various fund structures and separate accounts, the team offers a broad range of managed commodities solutions enhanced index, active management, and absolute return strategies in order to meet each investor’s unique appetite and investment goals.
We met with our advisor to discuss our current and future investment needs as well as life insurance. He not only helped set us up with exactly what we needed, but he thoroughly explained everything we were doing so we knew we were making the right decisions. He made us feel comfortable from our first meeting with him.
My advisor at Blocks Finex has been my go-to-guy for personal and business financial planning. He's not pushy and won't sell you products just for the commission. He sells on principle, which is why they'll be my financial advisor for years to come
Our advisor has given me peace of mind for the last 7 years. His financial knowledge and ability to communicate simply make me feel like a true partner in the finance planning process. He always has time to speak to you and allay any concerns immediately. My retirement is a solid one due to his guiding me all these years.
Some companies only focus on insurance, Others on investments. Our advisors look at your financial big picture and recommend the right insurance and investment strategies in one integrated financial plan, designed to help you live the life you've always wanted.
For those with significant means, our Blocks Finex Private Client Group offers an exclusive comprehensive approach to private wealth management combining the strength of Blocks Finex with the specialized expertise of a boutique firm.