Portfolio Review
Contact me and I'll provide a complete, independent evaluation your account using my top down approach, experience, knowledge, and research to determine if your account is properly structured to meet your investment objectives. I’ll deliver a report identifying your stop loss prices, target prices, sector evaluation.
MENU of SERVICES
- Investments
- Equities & Exchange Traded Funds
- Fixed Income – All types
- Mutual Funds
- Managed Accounts
- Closed End Funds
- Structured Products
- Direct Participation Programs
- Limited Partnerships
- REITs
- Private Equity
Account Types:
- Individual
- IRA (Traditional), IRA Roth, IRA Rollover
- Joint, Trust, Corporation, Partnership, Investment Club
Other Services:
- Free Position Evaluation based on Point & Figure analysis
- Comprehensive Insurance Services
- Mortgages
Investment Objectives:
- Income
- Balanced
- Capital Appreciation
- Growth
- Speculation
Risk Tolerance:
- Low
- Moderate
- Aggressive
- Speculative
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