Putting our clients first since 2018.
For more than 30 years, we’ve been empowering clients by helping them take control of their financial lives.
Philosophy
Since our foundation in 2018, we have been committed to a series of principles that drive our organizational culture and are the engine of our growth and expansion.
Client Oriented
Our very first priority is our Customers’ needs and satisfaction.
Detail-Oriented
Paying attention to details is the foundation of our excellence.
Watch our company video to understand how our company works.
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A relationship on your terms.
Work with us the way you want.
Some believe you must choose between an online broker and a wealth management firm. At Birexd, you don’t need to compromise. Whether you invest on your own, with an advisor, or a little of both — we can support you.
Mutual fund advisor
Specialized guidance from independent local advisor for hight-net-worth investors