Personalized Money Management

Personalized Money ManagementPersonalized Money ManagementPersonalized Money Management

Personalized Money Management

Personalized Money ManagementPersonalized Money ManagementPersonalized Money Management
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MONEY MANAGEMENT FOR THE CONSERVATIVE INVESTOR

MONEY MANAGEMENT FOR THE CONSERVATIVE INVESTORMONEY MANAGEMENT FOR THE CONSERVATIVE INVESTORMONEY 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

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