How will my account be invested?
Based upon each client's objective and risk level, we will design an investment portfolio which may include stocks, bonds, and/or cash. This can be done through individual securities, mutual funds or exchange traded funds (ETFs). We look at the broad market and economic conditions to determine what types of securities our clients should hold at any given time. We also identify trends and industries that we believe our clients will profit from. For international, small-cap or sector investing, we prefer to use mutual funds and ETFs specializing in those areas. We do not, however, invest in options, futures, or commodities or sell stocks short.
