Before we put any money to work, we ensure we are on the same page. We discuss your:
- Portfolio Return Targets
- Cash Needs
- Risk Tolerance
- Time Horizon
"We explain what we are doing together and how it benefits you."
We review and analyze dozens of investment opportunities, carefully evaluating all costs and tax considerations before arriving at the right portfolio for you. And we compare and contrast portfolios showing you the reasons we are suggesting one over another.
Our investment team consists of father and son partners Gary and Jason Siperstein. But don’t let our size fool you. Our two-person investment team has over fifty years of experience and the following credentials:
- Certified Financial Planner™ (CFP®)
- Chartered Financial Analyst (CFA)
- Former Certified Public Accountant (CPA)
Next Up: Meet our Team