Our firm can provide you with a detailed written financial plan which will be updated as your situation changes. In addition to financial planning, our firm provides expert large-firm portfolio management, delivered to you with personalized attention.
Defining your long term vision is the starting point. We will work closely with you to develop a strong understanding of your financial position, current potential, objectives and acceptable levels of risk. Next, we will provide you with an understanding of our investment principles and strategies, complete with background information such as historic rates of return, proper asset allocation, how to measure rates of return, and the impact of inflation and taxes.
One successful strategy we offer is covered call writing. If suitable for your account , this strategy seeks to generate income in your account and reduce the risk of stock ownership. Our covered call team has over 35 years of experience with this strategy. Call our Managing Director, Mark Robles for more information on how this income- generating strategy may be right for your account.
The main feature that sets our firm apart from other firms is that we employ active account management. We implement numerous strategies and safeguards to offer downside protection for your account, while utilizing sophisticated, active, and thoughtful portfolio management. Identifying and capitalizing on investment opportunity for you within the parameters of your goals is what we do.
We will work together with you in choosing the appropriate type of portfolio management based on your desired level of personal engagement, as we take this journey to your financial success.