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PORTFOLIO MANAGEMENT
Research is the keystone to all investment strategies. We are Wall Street-trained in securities analysis, trading and portfolio management. We provide professional and experienced money management using extensive research as well as invaluable Wall Street contacts. We bring a sophisticated, institutional-caliber offering to the individual investor. |
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| We engineer portfolios with the use of individual securities – both stocks and bonds. Maintaining the traditional approach to portfolio management allows us to minimize taxes, maximize total return and hedge long-term investments during volatile market periods. We use foreign currency investments for proper diversification and international market exposure. |
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FINANCIAL PLANNING DRIVES
PORTFOLIO MANAGEMENT
Our Financial Planning services provide an action plan to achieve your financial goals. It’s the financial plan that determines the investment strategy. We help develop a roadmap for life that will help navigate your years ahead. As your lifestyle changes, so will your goals. We help you control your finances, instead of letting them control you. |
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OLD FASHIONED CUSTOMER SERVICE
Bedell Investment Counselling prides itself on providing you with superior customer service. We work with you to meet your needs whether it be setting up education savings accounts for grandchildren or reminding you to take your Required Minimum Distributions from your retirement accounts. Retirement planning is our specialty. We work in conjunction with your CPAs and Estate Attorneys to ensure we are properly managing annual income taxes as well as estate taxes. We provide continuous education through our Quarterly Newsletter, weekly TGIF report, frequent memos and client events.
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