Services
Personal
Portfolio Review
This
service is an impartial face-to-face assessment of
how your money is working for you. There's a $50 fixed
fee. Banks, IFAs and life insurance companies do not
provide this service, because there's no "sale"
to make at the end of the meeting: it's just advice.
We want you to make informed decisions.
Portfolio
Advisory Services
Greenberg
Financial advises clients on either a discretionary
or non-discretionary basis. We assist the client in
determining their investment objectives and the most
appropriate asset mix to meet these objectives. The
client’s stated investment objectives will be
the determining factor of the services provided and
the securities selected. Investment supervisory services
are generally defined as continuous portfolio management
services based on the individual needs of each client.
A client portfolio may be
comprised of mutual fund shares, individual stocks,
options, bonds, or a combination of these securities.
Each account that is managed will have the following
“strategies” applied to the account:
| Timing:
|
Assessment
of the securities markets and how the account
will be affected by broader trends and cycles |
| Allocation: |
Proper
diversification among asset types, classes and
industry sectors known to lessen risk while improving
portfolio performance. Proper allocation is key
to any investment portfolio. |
Educational
Services:
Money
Matters:
Greenberg
Financial sponsors a live radio program each Sunday
morning from 8:30am – 10:00am on News Talk1290,
KCUB. It celebrates over 14 years on the air in Tucson.
The focus of the show is answering questions called
in by listeners of the program. In addition to answering
questions, the show discusses a variety of topics
within the current market from investment tools to
economic affairs.
Click
Here for Radio Library
Market
Updates:
An
overall market summary, which may include market highlights
of stocks with big movements and general market observations,
are provided each day the market is open on the radio.
These updates can be heard on News Mornings on 1290,
KCUB
Workshops:
Periodically,
Greenberg Financial Group sponsors a series of investment
seminars designed to educate those individuals who
would like to become investors or who would like to
broaden their investment knowledge. These seminars
are held at our principal office and are provided
to the attendees free of charge.
Occasionally, Greenberg Financial
Group sponsors investment workshops at locations other
than our principal office. Typically these workshops
are more comprehensive than the investment seminars
described immediately above. The focus of these workshops
include investments and investor education. Typically,
a fee will be charged to attend these workshops; previous
sessions have charged $25.00 per individual or $40.00
per couple. Please view the Seminar and Workshop Schedule
to view dates and times of future events.
Click
Here for Seminar
and Workshop Schedules
