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.