Batie & Company Capital Management LLC is a fully independent financial planning and asset management company based in Albuquerque, NM. With over 25 years of experience, they offer personalized products and services tailored to meet the unique needs of their clients. Their dedicated team strives to understand each client's complete financial picture and communicate with them regularly to maintain a portfolio that aligns with their objectives. Through their commitment to transparency, education, and the use of advanced technology, Batie & Company Capital Management aims to be their clients' trusted advisor for life.
As an independent firm, Batie & Company Capital Management has the freedom to provide unbiased advice and recommendations without any conflicts of interest. They offer access to innovative tools and resources, such as Orion Advisor Services and eMoney planning service, which enable clients to view their portfolio performance and financial plan on a daily basis. With a focus on investment basics and risk management, they ensure that clients have the knowledge and confidence to make informed investment decisions. Whether clients have short-term, intermediate, or long-term goals, Batie & Company Capital Management is dedicated to helping them achieve financial success.
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