Our approach to investing is to design a flexible investment program that allows an investor to adapt to changing market conditions without having to be concerned about being right all of the time with 100% of their investment dollars. This "all-or-nothing" approach is very hard to execute because it runs counter to human nature. Our experience has been that the average investor is not capable of sticking to such a strategy over the long run. Instead, we found that the best way to be flexible is not only to diversify your investments, but your strategies as well.
We build portfolios suited to all investment strategies, risk tolerances and financial goals. Not only do we utilize well managed mutual funds, we can use income generating investments, exchange traded funds, or individual stocks and bonds where and when necessary to meet our client's financial needs and investment objectives.
We will work with you to find the strategies with the right balance between performance and risk.
In establishing a managed account, an initial consultation is conducted with each client to discuss personal investment objectives and constraints. In addition, we review each client's level of risk tolerance. From these inputs an investor profile emerges, and an investment strategy is crafted.
Contact us at 914-318-9440 or
to make an appointment for a no obligation consultation.