Our Services

Before making any recommendations, we believe in responsible portfolio diversification when appropriate, designing portfolios with predictable cash-flow, reducing investment costs when possible and keeping your needs paramount with every decision we make together.     

• Net-worth analysis
• Pre-and post-retirement planning and projections
• IRA distribution planning
• Income-tax and cash-flow analysis
• Insurance-needs analysis
• Analysis of retirement plan distributions
• Education planning/529 plans
• Tax-efficient investment strategies 

• Review trusts/wills/insurance needs
• Sophisticated personal trust services
• Valuation/disposition of estate assets
• Execution of strategies in concert with your tax and legal advisors 

• Analyze existing portfolio
• Review and assess investment objectives and risk tolerance
• Develop asset-allocation strategy to help achieve stated objectives
• Design and construct diversified equity and fixed-income portfolios
• Monitor and report portfolio activity
• Regular performance reviews 

• 401k Plans
• IRA rollovers
• Profit Sharing Plans
• SEP and Simple IRA accounts

Cash Management 

• Janney Asset Management Account
• Access Online
• FDIC-insured CD’s
• Margin Accounts
• Corporate and Executive Services 
• Cashless stock-option exercise and sales
• Restricted securities transactions: Rule 144 sales
• Concentrated position strategies such as pre-paid variable forwards and zero-cost collars
• Assistance helping fiduciaries meet their obligations 

• Portfolios of bonds with staggered maturities
• Municipal and corporate bonds
• Treasuries and agencies
• Preferred securities
• Mortgage-backed securities