Investment Management:
Continuous, daily management of investment assets for individuals, families or organizations who may lack the time, the expertise
or the desire to actively manage their own investment program.
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Investment Selection: Selection and periodic rebalancing of an investment
portfolio based upon specified goals and risk temperament. Rebalancing can be done monthly, quarterly or semi-annually. The
Investment Selection service is typically utilized for those portfolios that restrict movement of monies. Custom allocation
is used to achieve proper diversification and risk management while working within any trading restrictions that may apply
to that specific portfolio. Through TD Ameritrade we can access a full spectrum of investment vehicles, including stocks,
bonds, CDs, mutual funds, and money market accounts.
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You can access your account in order to follow progress by clicking on the links (below) associated
with your specific account. Currently the bulk of our managed portfolios are at TD Ameritrade and Rydex Funds, with
additional accounts managed at INVESCO/AIM Investments, Fidelity Investments, John Hancock and other institutions.
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