Advanced Portfolio Management

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.

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Investing involves risk of loss. Depending on the type of investments, there may be varying degrees of risk. All investors should be prepared to bear investment loss, including total loss of principal.