We manage and monitor our clients’ portfolios on a daily basis. Our portfolios are comprised of common stocks, exchange traded funds, C.D.’s bonds, mutual funds and precious metals. We also utilize option trading strategies for select clients. Block trading allows us to purchase or sell securities across multiple accounts in brief period of time. Compliant performance report meetings are conducted semi-annually/annually. Additionally, assets are adjusted to anticipate market changes and when your needs change. We offer this service as a percentage of assets we manage for you.