Call 201-797-8866
Santomenno & Company
Santomenno & Company Santomenno & Company Santomenno & Company Santomenno & Company Santomenno & Company Santomenno & Company
Santomenno & Company
Santomenno & Company
Santomenno & Company
 

Balanced Account

 

We help build and manage balance in a portfolio based upon long term goals of the client. At a given time in a client's position, we are capable of shifting the needs to fixed income balance management to satisfy the necessary revenue requirements. We help you monitor your portfolio and keep it compatible with your changing circumstances and goals.

A balanced account is a proactive service designed for clients with an overall objective to enhance and safeguard capital. We determine the client's investment objective to structure a portfolio with a fresh approach. The portfolio will in defined percentages comprise of equity and active fixed income. This provides the client with the opportunity to preserve assets during downturns while offsetting the volatility of equities.

Asset Allocation

Equities followed by bonds provide greater certainty of cash flow and enables diversification of portfolio risk.

Manage Portfolios

Periodic rebalancing of portfolios is compulsory to ensure that asset allocation is within agreed limits.

Tax Management

Integrate sound tax management into the investment process to minimize taxes; eliminating taxes is not a possibility.

Santomenno & Company
Santomenno & Company Santomenno & Company Santomenno & Company Santomenno & Company Santomenno & Company Santomenno & Company
Santomenno & Company
5400 Ocean Blvd #4-4
Sarasota, FL 34242
Call 201-797-8866 0-40 Fair Lawn Parkway
Fair Lawn, NJ 07410