Baseball players will tell that winning the game is not about hitting home run, although they are nice, but it’s really about team work and consistent play.

The same can be said about investing, it’s not about hitting the home run but more about being consistent with your investing and consistent about managing those investments.

The investment services here at Siebert Investment Services include:

  • Goal Setting
  • A Risk Tolerance Analysis
  • Determining your Asset Allocation
  • Consistent/Constant management of your portfolio
  • Periodic reviews of your portfolio. We meet with clients every 4 months to go over their portfolio and explain any changes that were made or proposed as well as discuss how your current portfolio is performing
  • Review your Risk/Reward profile

We manage assets for individuals and families, providing investment management, and financial planning services.

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