What do cycling and investment management and financial planning have in common? As cyclists, we know that cycling usually means spending rather than saving money!
However, a local business brought them together by providing their clients with a unique appreciation event. Groat & Soucie, LLC, located in Englewood, offered a small group of clients an opportunity to attend a professional bike fitting event.
David Groat and Justin Soucie took some time to answer some questions for 303Cycling.
A little information about Groat & Soucie, LLC
Groat & Soucie, LLC provides investment management and financial planning services to individuals, their families, and businesses.
Their personalized approach allows them to deliver an unparalleled level of service. They also actively manage client portfolios. Groat & Soucie, LLC doesn’t believe their clients should take the same amount of risk in every market environment - sometimes needing to slow down when conditions are not ideal.
Typical Client Appreciation events include a happy hour, dinner, or some other formal event. Tell us about your idea. Why did you go the non-traditional route? Are a lot of your clients cyclists?