PanthRex Asset Management is led by seasoned financial professionals providing a multi-disciplinary approach in meeting client investment, income, tax, wealth transfer, charitable, and estate needs.
PanthRex is the combination of the Latin names Panthera Leo (Lion) and Rex (King). The King Lion exemplifies stateliness, strength, decisiveness, and protection. Clients will find that certain traits of the King Lion, namely its intuition, wisdom, and prudent action, characterize the way PanthRex conducts their business. Their objective is to act with prudence when applying intuition and wisdom in their investment strategies.
You can view and download the Panthrex ADV Part 2A by clicking here.
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