The Cereli mandate is simply to serve the client's interest first and foremost.
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.
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.