HOW WE WORK FOR YOU
OUR PROCESS
Selecting the right investment advisor is an important decision for you. Whether you have a robust portfolio or you are just starting out, now more than ever, you need an advisor who understands the current investment landscape and utilizes strict security measures to safeguard your assets.
PORTFOLIO MANAGEMENT
ACCOUNT PORTFOLIO MANAGEMENT
We develop deep client relationships in tending our clients' accounts. We know the risk tolerance, investment goals and objectives, and investment timelines for each of our clients. If goals or situations change, we work to bring account investments into alignment.
INVESTMENT STRATEGIES
Investment strategies are custom fit to our high net worth clients and their accounts. We implement:
- long-term purchases (securities held at least a year)
- short-term purchases (securities sold within a year)
- trading (securities sold within 30 days)
- margin transactions
- options writing: covered, uncovered, and spreading strategies
RESEARCH AND ACCOUNT REVIEWS
We read and rely on the market research and opinion of research analysts and the information provided by corporate officers in order to provide clients with informed and timely advice on specific investments. Different types of accounts require different action, but at minimum we review all accounts on at least a quarterly basis. We know that economic and market conditions or changes in clients' individual circumstances may require more frequent reviews of portfolios. In each case, WE do the work. We do not outsource or use algorithms.