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PORTFOLIO MANAGEMENT
Research is the keystone to successful investment strategies. We are Wall Street-trained in securities analysis, trading and portfolio management. We bring professional and experienced
money management using extensive research as well as invaluable Wall Street contacts. We deliver 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, manage cash flow and hedge long-term investments during volatile market periods.
We focus on international market exposure for proper global diversification. |
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FINANCIAL PLANNING DRIVES
PORTFOLIO MANAGEMENT
Our excellent Financial Planning services provide an action plan to achieve your financial goals. It is the financial plan that determines the investment strategy. We help develop a roadmap for life that will help navigate years ahead. As lifestyles change, so will financial 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 superior customer service. We work closely with clients to meet their needs whether it be setting up education savings accounts for grandchildren or reminding them to take Required Minimum Distributions from retirement accounts. Retirement planning is a specialty. We work in conjunction with clients’ 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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