Portfolio Management

Learn About The Investment Advisor’s View About Helping Clients Manage their Portfolio’s.

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Planning

Understand the Purposes, Planning and Benefits Behind Creating different Types of Accounts, Account Titles and the Formation of Account Entities to House Your Investments.

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Develop A Strategy

The Investment Advisor Will Help You Develop and Implement Your Investment Strategy to Help You Achieve Your Financial Goals.

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Portfolio Review

Schedule a Portfolio Review to Discuss Your Portfolio and the Types of Accounts Your Investments are Held In.

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Types of Accounts Managed

Investment Advice Regarding Investing in:

  • Personal Accounts
  • Joint Accounts
  • Individual Retirement Accounts (IRA’s)
  • Accounts for the Education of Your Children and Grandchildren (529 Plans, Custodial Accounts, Educational Trusts and Coverdell IRA’s)
  • Trust and Estate Accounts
  • Business and Corporate Accounts
  • Retirement Plan Accounts
  • Restricted Stock
  • Employee Stock Options

Retirement Plans

Investment Advice Regarding Investing in and Creation of:

  • Simplified Employer Plans (SEP)
  • Savings Incentive Match Plan for Employees of Small Employers Plans (SIMPLE)
  • Money Purchase Plans
  • KEOGH Plans
  • Profit Sharing Plans
  • Plans for Non-Profits 403(b)
  • 401(k) Plans