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For More Info Contact:

Dawn Kodin: dawn@riabiz.com

(360)647-2842

John Kodin: john@riabiz.com

(360) 714-8662

SoftVest, LLC

Filed under: Tech: Other


Company info:

Top executive: Michael Berkovec

650-465-3143

401 Cork Harbour Circle, Suite B

Redwood City, California, United States, 94065

RIA department info:


Q&A:

What is the service or product you offer to RIAs?

SoftVest provides a rebalancing product called TargetFinder as well as consulting services for RIAs.

How do you differentiate your offering from competitors?

SoftVest provides highly customizable solutions at a reasonable cost.