|
Integrity
-
Reputation -
Confidence
|
|
Controlling the
market is impossible...
managing risk is not. |
A
word to the wise: Ignore conventional wisdom
Critics
question whether endowment model should be used
by individual investors
Mutual
fund managers to advisers:
Don't abandon underperforming funds
Don't get stuck with too much company stock
A retest of March 9 lows is likely
Strategies:
25 Years to Bounce Back? Try 4 1/2
If you have the fortitude, consider investing - carefully
Why you aren't Bernard Madoff
What,
me bear?
The
Bears of Summer
What
your adviser doesn't know might hurt you
Money
Magazine: Riding out a recession
What's
New
.....
This is where we'll announce the most recent additions to our
website. If you've visited us before and want to know what's
changed,
take a look here first.
Frequently Asked Questions
(FAQ)
Section
|
Our Investment Philosophy |
|
We focus our efforts on the total
client relationship and manage assets on a discretionary basis
within the framework of a comprehensive portfolio approach which
incorporates the following core principles: |
|
 |
Proper Asset Allocation |
|
|
Diversification Across
Various Asset Classes |
|
|
Implementation of
Appropriate Risk Management Strategies |
|
|
Consideration of Tax and
Estate Planning Issues
|
|
Whether you
are entering retirement now, or contemplating retirement
within the next several years, you should develop a risk
tolerance profile of yourself.
|
|
A good money
manager keeps his clients on a disciplined system and
removes costly emotions from the client's investments.
|
|
|
Andrew J. Fama
Registered Investment Advisor
You don't need to buy a product to
get financial advice.
|
Our objective is simple and
straightforward: to consolidate and help manage a client's financial
assets using a "top-down" approach and to help create peace of mind by
becoming a client's personal money manager.
|
|
