INVESTMENT
MANAGEMENT ACCOUNTS
Investment Management Accounts can be structured as a trust or
agency relationship and can utilize individual stock and bond
investments as well as a variety of no-load mutual funds. The
individual stocks and bonds are selected by our staff, based on an
analysis of the objectives and risk tolerance levels expressed by
our clients, and based on research performed in-house and obtained
from outside research firms. Mutual funds and portfolios of funds
are selected in the same manner, with a focus on quality,
investment track record and management tenure.These and most of
our accounts can be further structured so as to give us the
discretion to manage the portfolio consistent with the account
objectives or with provision to obtain client approval prior to
taking any investment action. >top
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