Personal Consultation
Discuss your financial interests, objectives, experience, and preferences through direct, one-on-one communication.
Our Services
Personalized Investment Connections & Client Support
A personal approach to understanding your investment interests, connecting you with third-party providers, and supporting your relationship throughout the process.
How PSA Can Assist You
Our Core Services
A relationship-focused service designed around your needs.
Investment Introductions
Explore introductions to independent investment providers offering access to stocks, digital assets, and other asset classes.
Platform Coordination
Receive assistance communicating with the investment provider and understanding the next steps in its onboarding process.
Ongoing Client Relations
Maintain a consistent point of contact for questions, correspondence, and coordination with your investment provider.
Our Approach
Your Relationship Comes First.
Patrick Senguin Advisory is your personal point of contact. Investment accounts, custody, transactions, and portfolio management are handled by the relevant third-party provider under its own agreements.
The Client Experience
- 01Discuss your investment interests
- 02Review potential provider introductions
- 03Connect directly with the provider
- 04Receive ongoing relationship support
Let’s Start a Conversation
Connect personally with Patrick Senguin to discuss your investment interests.
Contact Patrick