Kathleen Portuguez is Celebrating 5 Years with AMA

Kathleen Portuguez is Celebrating 5 Years with AMA

Kathleen Portuguez is Celebrating 5 Years with AMA 300 300 AMA Team

Celebrating 5 years with Austen Morris Associates this month is Kathleen Portuguez.
Thank you for your hard work, commitment and loyalty over these last 5 years. We look forward to many more celebrations with you in the future. From Greg, James and the entire team at AMA congratulations.

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“I’ve been always targeted by many financial advisors and International investment groups over the years. I have had one fund with an offshore investment group before which I canceled in 2008 and since then I was uncertain if I should do something again. I met Kirk in 2014 and he kept contact with me over the next few years. In 2017 I thought of investing and starting some fund and I have immediately contacted Kirk since he has left a very strong impression as a competent, pleasant, and very well informed advisor. Now I have a few funds with AMA and I am very happy with the service level, professionalism, and guidance from Kirk. I am very confident that I will reach my future goals.”
Ivan Stefanovic - Commercial Director - Scania
“Chad is a pleasure work with, throughout my dealings with him he has always maintained care for our relationship over and above my portfolio. He has ensured our communication and working timelines are met to the highest standard. I’ve found Chad to be very thorough and more than happy to take the time always to keep me updated and continue to answer all questions in a timely and professional manner. He is also very personable and courteous, with a keen attitude to deliver the best service. Chad keeps updated on current market developments and regulations, and his attention to detail and analysis of my portfolio has been most informative and insightful. In my opinion, Chad is a knowledgeable and professional advisor, and I feel comfortable entrusting my international arrangements and overall portfolio management to him. I would happily recommend Chad to others who require assistance regarding their financial planning.”
Warren Drue - Partner- WEBBER WENTZEL
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