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OUR PROCESS

James E. Bashaw & Co. hopes to know all of our clients first and foremost as friends. Once we have an understanding of the dynamics of the client, their family, and their priorities, then we are able to help provide the best financial opportunities to suit the client’s unique needs. One of the many advantages of working with an independent brokerage firm, is that we are able to offer an array of investment products and services, and are not limited to proprietary products. Using the process below our team will help to streamline each client’s current positions, future goals, and any outstanding expectations.
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Securities offered through International Assets Advisory, LLC – member FINRA/SIPC and Investment Advisory Services offered through International Assets Investment Management, LLC a SEC Registered Investment Advisor.  James E Bashaw & CO may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.  Please see "Legal and Privacy"

The material provided in any research report distributed via this website, email, Instant Messaging or other electronic communication, is offered as a courtesy only and has been obtained from third party providers. International Assets Advisory, LLC ("IAA") has been advised by such providers that they believe such information to be reliable, but neither such providers nor IAA make any guarantee and hereby expressly disclaim any responsibilities for accuracy or completeness.  

The recipient of this information is particularly advised to review the disclaimer stated by the research provider in any such report.  International Assets Advisory, LLC, a registered U.S. broker-dealer, did not participate in the preparation of this research report and as such cannot and does not guarantee the adequacy, accuracy, or completeness of any such information, or the suitability or the profitably of any particular investment.  This publication does not consider the specific investment objectives of a specific person or entity.

*Calculator provided is a 3rd party tool and has not been tested or validated by International Assets Advisory, LLC.

 


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