Investment Review and Analysis

Our review and analysis service is available to assist you and your clients in determining a portfolio appropriateness in terms of consistency with investment policy and investment style. The service includes an analysis of issues overvalued or undervalued relative to the client’s investment policy and guidelines.

Portfolio Management

We provide individualized portfolio management for:

• Individuals
• Corporations
• Small Businesses
• Trusts
• Court Supervised Portfolios
• Municipalities
• Not-For-Profit Organizations

For detailed information on investment methodology and reporting click the appropriate buttons at the top of this page.

A word about tax sensitivity

While investments should seldom be dictated solely by tax considerations, current holding periods and tax rates must be included in the investment equation; thus, among the several tax minimizing strategies we employ is a Realized Gain and Loss Report we provide you and your client at the end of the third quarter. This enables you to assist your client in "fine tuning" his year end transactions to minimize his tax liability.

Marketing Your Services

To discuss the services we offer and the assistance we can provide to increase public awareness of your professional services, please call us direct at (888) 810-1114

Please Note:
Our objectivity is assured by the fact that our services are provided on a fee basis only. We do not sell financial products of any type.