FLEET WEALTH MANAGEMENT

CONNECT

Address:

45 Broadway / 2nd Floor
New York, NY 10006

Phone:

(800) 818-0877

Fax/Other:

(646) 374-4710

Our Philosophy

 

 

 

 

 

 

 

 

Personalized Portfolio Management

From the very beginning, we take the time to understand your personal situation, financial goals, time horizion and cash flow needs. We discuss with you our investment approach and philosophy. We then tailor a strategy to meet your situation and investment goals.

We equip investors to compete in changing market environments with a strategically diversified portfolio

In our experience, the best way to help investors realize their long term investment goals is to pursue a reasonable portion of the gains while managing downside risk – everyday. This is accomplished by creating customized portfolios of strategies based on the risk capacity and tolerance levels indicated by client. 

Traditional asset allocation is the practice of dividing investments among different equity and income categories seeking to reduce risk to the extent each asset class acts differently from each other.

We take it one step further and also diversify among strategies. We provide the opportunity for each of our portfolios to be individually diversified across both asset classes and strategies. When blended together into one account and sorted by risk, the portfolio can achieve a level of diversification that is designed to deal with the challenge of today’s, and future, financial markets.

At Fleet Wealth Management Group we are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We take our fiduciary responsibility very seriously. Our two primary objectives are:1) to increase the value of our client's accounts 2) and to provide steady risk management. We try to make sure that none of our clients experience any significant loss of principal in their investment accounts.

 


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Check the background of this financial professional on FINRA's BrokerCheck