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.