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  3. Comprehensive Portfolio Management

Comprehensive Portfolio Management

Our comprehensive portfolio management service encompasses asset management as well as providing financial planning/financial consulting to clients.  It is designed to assist clients in meeting their financial goals through the use of financial investments.  We conduct at least one, but sometimes more than one meeting (in person if possible, otherwise via telephone conference) with clients in order to understand their current financial situation, existing resources, financial goals, and tolerance for risk.  Based on what we learn, we propose an investment approach to the client.  We may propose an investment portfolio, consisting of exchange traded funds (“ETFs”), mutual funds, individual stocks or bonds, or other securities.  Upon the client’s agreement to the proposed investment plan, we work with the client to establish or transfer investment accounts so that we can manage the client’s portfolio.  Once the relevant accounts are under our management, we review such accounts on a regular basis, generally quarterly.  However, certain accounts may be reviewed more or less frequently.  We may periodically rebalance or adjust client accounts under our management.  If the client experiences any significant changes to his/her financial or personal circumstances, the client must notify us so that we can consider such information in managing the client’s investments.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (516) 746-9000
Fax: (516) 746-0300
Email: flynn.zito@lpl.com

 

585 Stewart Avenue, Suite 620
Garden City, NY
11530 United States

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Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, member FINRA/SIPC, and separate entity from Flynn Zito Capital Management.

The LPL Financial Registered Representatives associated with the website may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IN, MA, ME, MI, NC, NH, NJ, NY, PA, RI, SC, TX, VA. The Flynn Zito Capital Management, LLC Investment Advisor Representatives associated with this website may discuss advisory services with residents of the following states: CA, CO, CT, DE, DC, FL, GA, HI, IL, MA, MD, ME, MI, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VT, VA, WA, WV. Additional states available upon request.

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