Portfolio Management

After carefully analyzing your investment horizon and determining your financial objectives, we allocate your assets across a wide range of investment vehicles to achieve maximum rates of return within acceptable risk tolerances.

You can choose either a discretionary or non-discretionary portfolio management service. A discretionary approach gives your portfolio manager full authority to invest funds how he best sees fit in regards to your personal goals. 

A non-discretionary portfolio manager merely consults the client, giving the client different plans of action and the client ultimately chooses which path they would like to go down. 

Customized to Your Needs

All investments are carefully tailored to each client's goals, whether they be longer or shorter term, riskier or safer all the while keeping tax minimization strategies in mind.

Maintain Plans of Action

Alternative investments and strategies will always be at the ready if necessary, such as possible readjustments to asset allocation or profitable exit strategies.

Keep You up to Date

Clients receive timely and detailed reports showing where exactly where and how much money is invested, the risk factors of each asset, and projected growth.

Don’t hesitate to call us at anytime

Choose your advisor

Dan DiLascia

Sean Koscho

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