Money Management

The goals of the active money management services we provide are basically three-fold: (1) to understand the client’s personal financial objectives and tolerance for risk, (2) to customize a portfolio based on those goals and needs, and (3) to reduce risk through the diversification of funds.  

Specific services we provide to this end include:

  • Analysis of financial objectives and risk tolerance.
  • Integration of our investment philosophy with the client's personal objectives.
  • Customization of investment plan based upon personal financial goals and objectives.
  • Diversification of investment portfolio and risk reduction through the utilization of exchange traded funds, no-load mutual funds, including international and-domestic equity and bond funds, and U.S. government securities.
  • Active management/allocation of funds based upon personal objectives and risk tolerance.
  • Comprehensive reporting including monthly brokerage statements, as well as quarterly and annual performance summaries.

 

The above services are provided on a fee basis, with no sales commission.

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