About
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Our Philosophy
The duty of a registered investment advisor or enrolled agent practicing before the Internal Revenue Service, is to place the interests of his or her client first and foremost. That is a standard to which Cereli adheres. As the old cliche goes, "take care of your clients and your clients will take care of you."
Consider us your resource for matters involving investing and taxation.
Opening an Investment Account
When you open an account through Cereli, you are getting an investment account that can serve as a gateway to all your financial institutions. Your credit card or bank statements for instance, can be consolidated giving you the big picture in one place. A debit card may also be available in your investment account.
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The Cereli mandate is simply to serve the client's interest first and foremost.
Investments
We specialize in the design and implementation of portfolios comprised of stocks, mutual funds and fixed income investments for individuals and small firms. Reliance is placed on the concepts of Modern Portfolio Theory in addition to examining other sources of information including forms that companies must file with the U.S. Securities and Exchange Commission, such as Forms 10-K and 10-Q. Your input is used in the design and ongoing implementation of your portfolio. Input parameters include preferences in types of securities, risk tolerance and time horizon.
Taxation
As an Enrolled Agent authorized to practice before the Internal Revenue Service, the principal of the firm can handle a variety of tax situations, both for individuals as well as corporate entities.