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Competitive Edge


COMPETITIVE EDGE - PORTFOLIO MANAGEMENT
  • Stocks
  • REITS
  • Municipal Bonds
  • Profit Sharing, SEP
  • Mutual Fund
  • ETFs
  • Government Securities
  • Money Purchase
  • Fixed Annuities
  • Variable Annuities
  • Simple IRA
  • 401k, 403b
  • IRA, ROTH
  • Insurance Planning
  • Tax Reduction Planning


INVESTMENT 

Using  Investments, stocks, bonds, mutual funds, and alternatives as building  blocks, our analytical work allocates your portfolio into market sectors  depending upon both current economic cycles and  events.  Our monitoring of your portfolio with awareness and study of  these events and cycles seeks to help navigate your portfolio through  various market conditions.

Fee-based  management seeks to put the advisor directly on the same side with the  client, as the client’s portfolio growth increases, so does compensation  for the advisor.

Our office is experienced in real estate issues and real estate investments.

Actively  reviewed retirement plans for individuals often perform better  than  unattended plans.  Retirements plans for business owners can  provide  innovative solutions for their retirement.  If you already   have a 401k or other retirement plan, our office can provide  professional asset management.  If you do not have a plan, our office  can get one started for you.

INVESTMENT OVERSIGHT SERVICE

  • Analyzing your investments and designing a personalized portfolio appropriate to your needs.
  • Review of your portfolio’s positioning to ensure meaningful diversification to address common portfolio flaws.
  • Continual, year-long monitoring of your investments and investment managers.
  • Quarterly,  semi-annual or annual meetings to review and evaluate your investment  performance in relationship to your goals, update your overall financial  objectives and if necessary, reallocate your portfolio as agreed upon  by you.


What We Do Video



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