We provide services tailored to fit your individual needs.
Services Tailored To Serve You Better
We offer on-going investment advisory and management services for individuals and businesses. Our goal is to obtain the best possible results while minimizing risk and volatility for our clients.
We Take The Time To Understand Your Individual Needs
Our process begins by first identifying each client’s investment objectives and assessing their risk tolerance based upon their age, income, education, current and future expected need for cash flows, investment goals, and tolerance for volatility. This information is usually collected during client meetings, interviews, and/or questionnaires. As our business is built on trust, confidence, and excellent customer service, we take the time to meet with our clients face-to-face to get to know their individual financial situations and future goals.
Once we have analyzed the client’s financial situation, we then formulate an Investment Policy Statement and implement the strategy through an optimal combination of investments.
Throughout the investment advisory relationship, we continually monitor market conditions and client circumstances. This is done through detailed analysis of financial news, regulatory filings, up-to-date information provided by world-class data providers, and continuous communication with our clients. We then make periodic portfolio adjustments and re-allocations as appropriate to reflect changes in any or all of the above variables.
Customized Investment Strategies Provide Unlimited Possibilities
We generally build portfolios consisting primarily of mutual funds, closed-end funds, exchange-traded funds (ETF’s), and cash/cash equivalents. However, we may also recommend investments in fixed-income securities, equities, currencies, commodities, hedge funds, real estate investment trusts (REIT’s), exchange-traded notes (ETN’s), or other security types.
When recommending mutual funds for client portfolios, we prefer to use “no-load” funds. These are funds that do not charge sales fees (commonly referred to as “loads”) for subscriptions and redemptions. This means that more of our clients’ capital is actually invested in the market and less is spent on commissions.
A Focus On Value Keeps Our Services Affordable
Contact us at 347-706-1414 to schedule a free consultation and learn more about how we can help you reach your financial goals.