MONEY MANAGEMENT FOR THE CONSERVATIVE INVESTOR

* 50 Years of Professional Investment Experience

    NOT: a novice navigating challenging market conditions for the first time

* Independent Portfolio Management

    NOT: decisions made impersonally by mega firms 

* Customized Individual Portfolio

    NOT: allocation of securities based on a generic computerized formula

* Use Any Broker of Your Choice

    NOT: orders placed in order to receive a share of the commission

* Broad Portfolio Diversification

    NOT:  exposure to the vagaries of individual stocks

* Prudent Use of Stop-Loss Orders

    (Orders to sell automatically if a stock descends to a certain level.)

    NOT: allowing losses to get out of hand

* 24/7 availability

    I am always available for client consultations