Our Services

Our recommendations are based on several basic principles. We believe in responsible portfolio diversification, designing portfolios with predictable cash-flow, reducing investment costs when possible and keeping your needs at the forefront of every decision we make together.           

Retirement and Investment Planning

• Net-worth analysis
• Pre-and post-retirement planning and projections
• IRA distribution planning
• Income-tax and cash-flow analysis
• Insurance-needs analysis
• Analysis of retirement plan distributions
• Education planning/529 plans
• Tax-efficient investment strategies

Wealth Preservation

• Review trusts/wills/insurance needs
• Sophisticated personal trust services
• Valuation/disposition of estate assets
• Execution of strategies in concert with your tax and legal advisors

Investment Consulting

• Analyze existing portfolio
• Review and assess investment objectives and risk tolerance
• Develop asset-allocation strategy to help achieve stated objectives
• Design and construct diversified equity and fixed-income portfolios
• Monitor and report portfolio activity
• Regular performance reviews

Retirement Plan Services

• 401k Plans
• IRA rollovers
• Profit Sharing Plans
• SEP and Simple IRA accounts

Cash Management

• Janney Asset Management Account
• Access Online
• FDIC-insured CD’s
• Margin Accounts

Corporate and Executive Services

• Cashless stock-option exercise and sales
• Restricted securities transactions: Rule 144 sales
• Concentrated position strategies such as pre-paid variable forwards and zero-cost collars
• Liaising with your trusted fiduciaries to make sure they meet their obligations

Fixed-Income Strategies

• Bonds with staggered maturities
• Municipal and corporate bonds
• Treasuries and agencies
• Preferred securities
• Mortgage-backed securities