Solution(s) for DIY investors…

families, retirees, entrepreneurs, value appreciators, capital allocators, private lenders, educated gamblers, equity option traders, and/or savvy outsourcer(s) who wish to retain my services for specific projects.

Customized Services “A la Carte”:

“tailored baskets” - targeting a specific portfolio theme of your choice.   

         -water                    -agriculture                           -oil& gas
         -food                     -metals &mining                -green power
          -biotech                 -medical technology            -custom theme  

Here’s how it works: you pick the investment theme you feel strongly about, we do the homework and supply you with at least five recommendations.  

Tell us where you see the opportunity.  We’ll do the homework and investigating.  Then share our best results with you. 

*Invetigating Advisor on assignment!    [$200]

“swing-trades & options” - supplementing your online brokerage account

We help keep you connected!

Here’s how it works: you already have an online brokerage account or financial advisor that you trust, but you also understand that mastering the market is a lifelong endeavor. 
 
Save yourself time and energy by tapping into the Investigating Advisor’s unique insights and experience. Expect to receive relevant market commentary, news announcements and timely trading ideas…helping to keep you informed about the information that may impact your investments.

Subscribe today…    [$500 annually]  or  [$275 half-year]
         

*warning: Daniel Cook’s brand of advice can spice up your portfolio!

**relevant information will be communicated via email (or phone) as market conditions warrant.

“Savvy Outsourcers” - working on something more specific?

Here’s how it works: you talk with us about your agenda or targeted initiative.  If we are equipped for the job you can recruit us to work for you or with you on your specific project.

*Investigating Advisor on Retainer!     [terms are negotiated]

“Alternatives to Wall Street” - helping you pursue Impacting Investments

Are your social goals being reflected in your portfolio?

Here’s how it works: first you Customize Your Impact.  [insert pdf file]

Upon learning about your specific desires and/or initiatives… we can begin investigating opportunities for you that are outside of the stock market; closer to Main Street!

A portfolio manager will work with you to make sure that your investments are matching up with your financial and social needs.  Who says that return on investment should only be measured in dollars?

*imagine a world where people diversify their portfolio by investing in their community

**we can help you facilitate the process    [terms are negotiated]

IMPORTANT – checks for Advisory Services should be made payable to
“Ridgeway Conger Advisory Services”

Securities offered through Ridgeway & Conger, Inc. Member FINRA/SIPC. Advisory services offered through Ridgeway Conger Advisory Services, a SEC Registered Investment Advisory. Daniel T. Cook & Partners LLC. and Ridgeway & Conger, Inc./Ridgeway Conger Advisory Services are separate entities. Ridgeway and Conger, Inc. may only transact business or render personalized investment advice in those states where we are registered or otherwise excluded or exempted from registration requirements. This site is for informational purposes only. Any communications with prospective clients residing in states where Ridgeway and Conger, Inc. and its registered representatives and registered investment advisors are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Ridgeway & Conger, Inc. Office of Supervisory Control 2123 Main Street PO Box 460 New Woodstock, NY 13122 Member FINRA/SIPC