Below is a list of Frequently Asked Questions that prospective Clients have about the company, business niche, and service offerings.
Our company, founded in the state of Georgia, is a registered investment advisory firm organized as a Limited Liability Company (LLC) engaged in the business of providing portfolio optimization financial advice and recommendations, issuing analytical reports, and furnishing market analysis on securities, either directly or through publications.
We provide investment advisory services primarily (but not exclusively) as online/automated, specialized, individualized investment advisory and quantitative portfolio management services related to publicly traded cancer/oncology stocks, healthcare real estate investment trusts (REITs), and health insurance stocks. The company operates exclusively within its business niche and expertise by helping Clients find long-term, liquid yet profitable stock investment opportunities (via capital gains and dividends) related to cancer/oncology in the commercial areas of diagnostics, medical devices, immuno-therapy, pharmaceuticals, nutrition, acute clinical care, long-term care, and real estate.
The Company conducts extensive research and highlights the exponential increase in the demand for and supply of new profitable techniques in the fight against cancer that positively impact stock market valuations. Major investment banks see valuations in traditional and non-traditional markets in the hundreds of billions of dollars, with virtually unlimited upside. Can Serve Free LLC has identified these new opportunities and provides guidance to help investors take advantage of them.
The Company is unique in that its focus is to help the investor build a specialized investment portfolio consisting of cancer/oncology stocks, health insurance stocks, and healthcare real estate investment trusts related to the disease. No other company in the market highlights and reviews these three investment opportunities in combination to aid the investor in developing a diversified investment portfolio to reduce volatility risk.
Click on the "Become A Client" button at the top of the webpage or on any of the "Let's Get Started" buttons located throughout the website and you will be directed to the Subscription Package page. Upon choosing the Package desired, you will be directed to comply with the Terms & Conditions, choose your username and password, submit your payment, and complete your Client Profile Form. You will thereafter have full login credentials to the Client view of the website for portfolio construction, analytics, and recommendations.
Unlike many investment advisory firms, we do not earn commissions on trades and are not compensated based on amount of assets under management. Instead, we offer a quarterly or annual fee structure based on the types of services requested. Details of fee structure are found in the Can Serve Free LLC Form ADV Part 2A ("Brochure") and in the Can Serve Free LLC Investment Advisory Agreement ("Contract").
A fiduciary partnership between the Company and the Client is established to ensure that each portfolio constructed is based on the specific risk tolerance and budgetary constraints of each Client. Can Serve Free LLC works with each Client to identify his or her investment goals and objectives as well as risk tolerance and financial situation to create the optimal portfolio allocation. The company's business philosophy is based on Modern Portfolio Theory ("MPT") that makes it possible for anyone who enters a Can Serve Free LLC Client Investment Advisory Agreement to access state-of-the-art investment advisory and portfolio management services. Modern Portfolio Theory focuses on how risk-averse investors can construct portfolios to maximize expected return based on a given level of market volatility risk or minimize expected market volatility risk based on a given level of market return.
Clients may cancel their subscription from an Investment Package at any time. Upon cancellation, Can Serve Free LLC will deduct from the Client's paid subscription Package: 1) the amount for the previous months of usage (if applicable), and 2) the amount for the final 30-day period. Any remaining amount beyond this final period will be refunded within seven to ten business days. Given that the Client will have paid for the final 30-day period, their access and rights to utilize the existing Package will remain active within that period. The system will charge fully for the previously used period(s) and the current month and refund the amount for the remaining periods within seven to ten business days.