Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin McCloskey is a Certified Financial Planner® with Matter Family Office. Erin has been in the industry since May 2014 and has experience working with individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and other investment advisors. Erin holds registrations in Colorado and Missouri. Erin specializes in creating and administering LLCs to pool client funds to invest in separately managed investment vehicles, and providing financial planning, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Create & administer llc's to pool client funds to invest in separately managed investment vehicles.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
04/01/2020 - Present
Matter Family Office (Denver CO)
Active
Inactive
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