When it comes to the many areas of possible investment choices such as fixed income, equities, alternative investments, or commodities, we use our in-depth knowledge and experience to navigate our clients towards their financial goals.
Whether the need is for personal protection, taxes, complex buy/sell or key man policies for your business, our team at AGP capital management will help determine which strategy is best for each individual scenario.
Many people do not realize the real value of their assets. At AGP capital management we will advise on how best to prepare your legacy and transfer of wealth to your beneficiary and heirs. We can ensure that your assets are protected after they have been passed down.
AGP offers an advance level portfolio focusing on absolute returns and investments for the sophisticated accredited investor
Do you believe that investing has changed along with everything else in the world? If so, AGP Capital Management may be the right place for you. At AGP we ARE NOT MARKET TIMERS. We believe in managing to secure your assets using vast knowledge and well thought out plans to help you reach your goals and real life needs.
Founded on determination and hard work, we promise to manage our client’s assets with integrity and excellence. We know what it is to work for every dollar and to preserve that value. AGP puts you the client first before anything else to give you the dedication and attention that you deserve. We are not partners or equals, we work for you.
Initially starting his career at Morgan Stanley over a decade ago. Daniel quickly became vice-president analyst on a billion dollar team. He currently works collaboratively with clients to assess their financial situation, goals and objectives, while understanding risk tolerances to form and execute an appropriate personal investment plan for each client to obtain measurable results. With his in-depth knowledge of the capital markets, Daniel brings a level of expertise to provide insightful advice for wealth transfer and succession planning, protection of assets, and growth strategies for all platforms.
A conversation is the first step in strategizing a plan for a healthy financial path. Whatever stage you are at in your financial planning, AGP Capital Management is here to guide and serve our clients in planning a strong financial future that will lead to prosperity. Reach out today to speak with a professional financial advisor.
daniel@agpcapitalmanagement.com