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