Strategies

No matter where YOU are on life's spectrums: of age, of wealth, of investing experience, or of risk tolerance, We will develop a strategy that’s Uniquely right for YOU.

STRATEGIC ASSET ALLOCATION

Index and exchange-traded funds(ETF’s) may be used when appropriate for the client. Dividend paying stocks, Corporate, Treasury and individual municipal bonds are selected where there are opportunities to make a difference by security selection.

BUY - WRITE STRATEGY

An Investment Strategy that consists of BUYING a Stock or ETF and writing call options on that underlying position. This generates to income from the option premiums as well as lowering your downside risk.

Options may be used as substitutes for equity positions or to reduce the risks associated with an investment position.

JUST THE BASICS

This is a simple strategy, with portfolio changes needed very infrequently. Through the use of index funds,(ETFs), you can own the entire stock market ,domestic and foreign, and the entire bond market, too.

RISK OF LOSS

Any investment program has risks: risks that are borne by YOU, the investor. Our investment approach keeps safety of principal & the risk of loss in mind. To control risk, diversification is Key! The Specific Investment Strategy is designed for YOU. It is based upon YOUR objectives, YOUR income needs, and YOUR tax situation. Our client consultations discover & define The S.I.S. for You. Each Portfolio is constructed solely for YOU.

STRATEGIES