Joseph Paul is President and CEO of Trident Advisors, where he uses his 40+ years of investment advisory experience to help clients reach their financial goals. Joe has built Trident Advisors on the belief that the client always comes first, and it is our job to exceed client expectations in everything we do.
Joe began his financial services career in 1980 as a trainee with Smith, Barney, Harris, Upham Inc. In early 1986, Joe accepted a position with Drexel Burnham Lambert in Jenkintown, PA. While at Drexel, he began to focus his efforts on the fee-based advisory business because he felt that the presence of commissions presented a conflict of interest between his goals and those of his clients.
Joe began his financial services career in 1980 as a trainee with Smith, Barney, Harris, Upham Inc. In early 1986, Joe accepted a position with Drexel Burnham Lambert in Jenkintown, PA. While at Drexel, he began to focus his efforts on the fee-based advisory business because he felt that the presence of commissions presented a conflict of interest between his goals and those of his clients.
Services
Our investment philosophy focuses on the rewards of long-term investing. We have found that portfolio decisions that are based upon emotion rather than a sound discipline result in a short-term focus that invariably distorts "the view from 30,000 feet." Our approach emphasizes asset allocation as the first and most important step in the construction of a client portfolio.
Federal regulations require that we verify your identity. Please upload a copy of your Driver's License, Passport or State Issued ID Card or fax it to us at 215-489-5396. Are account owner(s) or a member of their immediate family a director, policy-making officer or 10% stockholder in any publicly traded company?*
This profile is a very important component in our effort to clearly understand your investment objectives and risk tolerance. We will be discussing this in greater detail in the coming days. This questionnaire is a specialized tool that can help you and your Financial Advisors examine your risk tolerance to help ensure your investments are in-line with your expectations.
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