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A FIRM DEDICATED TO MANAGING STOCK & BOND PORTFOLIOS
- Comprehensive, expert stock and bond portfolio management
- Highly focused and disciplined firm
- Well defined risk management techniques
- Investing only in companies listed on the New York Stock Exchange
- Researched companies are in the primary sectors of the US economy
- Combined traditional fundamental and technical research with the added value placed on tickertape tranactional data, especially big block trading activity
- Account held at one of the oldest finanical establishement in U.S.
- Accounts are segregated and held in client name
- Accessibility to senior portfolio manager
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