Investment Management

We emphasize continuous and regular account supervision.  As part of our investment management service, we generally create a portfolio, consisting of individual stocks or bonds, ETFs, options, mutual funds and other public investments.  The client’s individual investment strategy is tailored to their specific needs and may include some or all of the previously mentioned securities.  Each portfolio will be initially designed to pursue a particular investment goal, which we determine to be suitable to the client’s circumstances and risk tolerance.  Once the appropriate portfolio has been determined, we generally review the portfolio on a quarterly basis.  Certain accounts may be reviewed more or less frequently.  If necessary, we rebalance the portfolio based upon the client’s individual needs, stated goals and objectives.