Royal Highland Advisors
Royal Highland Advisors
W7511 Hillendale Pkwy
40% + annual investment returns
Beaver Dam, WI 53916-
W7511 Hillendale Pkwy
40% + annual investment returns
Beaver Dam, WI 53916-
Categories: Financial Advisors, Financial Advisory Services, Financial Planning Consultants, Investment Advisory Service
Personal Financial Planning
We specialize in both managed equities, bonds, options, commodities and financial futures investments. We seek to generate exceptional returns over both a short and medium-term investment horizon. Our trading philosophy follows a rigorous and disciplined investment process based on fundamental and technical algorithms. Royal Highland Advisors, LLC operates under a Hedge Fund structure.
Keywords: Personal financial planning, wealth management, investments, stocks, bonds, retirement
We specialize in both managed equities, bonds, options, commodities and financial futures investments. We seek to generate exceptional returns over both a short and medium-term investment horizon. Our trading philosophy follows a rigorous and disciplined investment process based on fundamental and technical algorithms. Royal Highland Advisors, LLC operates under a Hedge Fund structure.
Keywords: Personal financial planning, wealth management, investments, stocks, bonds, retirement
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Interview Q&A
How long have you been in business?
10 years
What is your primary product or service?
Personal Financial Planning
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I became interested in this subject area given the number of people with no retirement savings. Social Security is not a retirement, it's only a supplement. Would you like to live an long and happy retirement? We are here to help. My background consist of a Degree from UCLA (University of California, Los Angeles) in Personal Financial Planning. I also have a PhD in Finance from the University of Bath (United Kingdom, UK).
How do you differentiate yourself from other businesses in your category and area?
I take a personal touch to personal financial planning, especially for those with very little in the form of assets. What most people will find is that if your assets do not exceed $1 million or so, most personal financial planners will not talk with you. I will talk with anyone and it doesn't matter as to the amount of assets you have accumulated. We are here to help you plan for a long and happy retirement.
How many locations do you have and do you have plans to expand?
2 Locations
Provide detailed directions to your location
Beaver Dam, Wisconsin. Please visit our website for exact location and directions.
What type of payments do you accept?
Cash, Check, etc.
Which areas do you service?
Personal Financial Planning
Who owns your company or runs daily operations?
Phillip J. McKnight
What are your hours of operation?
8am to 6pm
What is the best compliment anyone can give you?
I care about my clients, more so than any other personal financial planner.
What is your favorite quote or Bible verse?
As for me and my house, we will serve the Lord. Joshua 24:15
10 years
What is your primary product or service?
Personal Financial Planning
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I became interested in this subject area given the number of people with no retirement savings. Social Security is not a retirement, it's only a supplement. Would you like to live an long and happy retirement? We are here to help. My background consist of a Degree from UCLA (University of California, Los Angeles) in Personal Financial Planning. I also have a PhD in Finance from the University of Bath (United Kingdom, UK).
How do you differentiate yourself from other businesses in your category and area?
I take a personal touch to personal financial planning, especially for those with very little in the form of assets. What most people will find is that if your assets do not exceed $1 million or so, most personal financial planners will not talk with you. I will talk with anyone and it doesn't matter as to the amount of assets you have accumulated. We are here to help you plan for a long and happy retirement.
How many locations do you have and do you have plans to expand?
2 Locations
Provide detailed directions to your location
Beaver Dam, Wisconsin. Please visit our website for exact location and directions.
What type of payments do you accept?
Cash, Check, etc.
Which areas do you service?
Personal Financial Planning
Who owns your company or runs daily operations?
Phillip J. McKnight
What are your hours of operation?
8am to 6pm
What is the best compliment anyone can give you?
I care about my clients, more so than any other personal financial planner.
What is your favorite quote or Bible verse?
As for me and my house, we will serve the Lord. Joshua 24:15
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