phone: 914-722-1700 fax: 914-472-1840
700 White Plains Road - Suite 313 Scarsdale, New York 10583


What's In A Name
What You Care About
What We Believe
How We Make Investment Decisions
What We Do For You
Who Our Clients Are
Who We Are
CFA Designation
Code of Ethics
What We Do For You

  • Develop an overall strategy for the management of your wealth, if needed.

  • Determine your asset allocation. What's the right mix of cash, bonds and stocks?

  • Review your existing stocks and select stocks for your portfolio. Which companies will be there for you long-term?

  • Construct your portfolio. Which industries to emphasize? How to generate any needed income?

  • Review and assess mutual fund holdings.

  • Track down any missing tax cost data.

  • Coordinate with your accountant on tax issues and provide year-end statements of gains and losses.

  • Consider estate issues and coordinate with your lawyer.

  • Develop a gifting strategy for family members and charities, and a plan for implementing it.

  • Determine an appropriate income draw, if desired.

  • Discuss realistic expectations for investment returns.

  • Review alternative investments such as real estate, venture capital, hedge funds and private placements.

 
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