“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” – Mark Twain
Proprietary Equity Portfolios
Jeff has decades of experience managing equity portfolios over various market cycles. Enjoy direct access to your portfolio manager as Jeff Sherman, Managing Director, PIM Portfolio Manager, stands ready to address your questions and concerns. Let’s have a conversation. Email us.
Third Party Money Managers
For clients that need a customized investment approach, Okita Sevi, Managing Director, works to blend high quality managers in a customized portfolio that considers your objectives and tolerance for risk. Let’s have a conversation. Email us.
Alternative Investment Strategies
Alternative investments may provide diversification and complement an investor’s portfolio. Let’s have a conversation. Email us.
Fixed Income and Cash Strategies
Investors seeking diversification in their investment portfolio may consider adding fixed income and cash strategies to their overall wealth plan. Income investments can offer balance and offer stability against volatility and price corrections. Arthur Karabelas, Managing Director, stands ready to address your fixed income questions and concerns. Let’s have a conversation. Email us.
Insurance and annuities
Insurance and annuity planning strategies can be used to mitigate your investment risk. Find out how an insurance strategy can help you stay on track. Let’s have a conversation. Email us.