My goal is to build a sound portfolio of investments based on the individual needs of each client, based on their income, current holdings, age, risk tolerance and tax status, among other considerations. I do not consider a hodgepodge of disconnected individual issues a "portfolio." Nothing is offered to a client until some measure of due-diligence and research is conducted. As an independent advisor, I do not offer proprietary products. Most investments will be based on those providing above-average income to either supplement current income or reinvest, in order to compound and grow. Your portfolio works for you- not the other way around.
Through my affiliations with analysts, business journalists, social media and the New York Society of Securities Analysts, I stay on top of the markets, while avoiding investment fads, and maintaining an ongoing commitment to professional development. I do not chase momentum stocks, or try to "beat the market." Our common goal is focused on asset preservation with reasonable expectations of growth and income.
Clearance and Services
Clearing, custody or other brokerage services provided by Pershing LLC, member FINRA, NYSE, SIPC. Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services. We provide all documentation you require for tax reporting, compliance and record keeping purposes.