An investment approach that takes tax consequences into consideration
Stocks traded on the major US Stock Exchanges, Mutual Funds, Bonds, CDs and Structured Notes issued by major institutions are all used to design and create a portfolio unique to your investment goals.
Long-term investing with a disciplined approach is preferred. We design and monitor your investment account with a goal-oriented approach. Flexibility is employed when the need for pragmatism arises. As your needs change and as unusual market and economic conditions dictate, your portfolio may adjust accordingly while adhering to underlying disciplines that seek to minimize risks and maximize returns.
Cereli never controls your funds other than to buy and sell securities on your behalf, and to request fee payment for advisory fees. The control of all assets and the reporting thereof, is managed by a FINRA authorized custodian. FINRA is a not-for-profit organization authorized by Congress to protect America’s investors by making sure the broker-dealer industry operates fairly and honestly. (A new window will open if you clck the link, but this page will still be available for viewing).