Gage-Wiley Affiliates

Provides for the purchases and sale of stocks, bonds, mutual funds, and other financial assets. Available services include Portfolio Analysis, Asset Allocation, and Investment Research. Custody of securities supports account administration and tax reporting.

Various approaches for professional management are available to manage accounts on a discretionary basis.

• Supervised Portfolio Management [SPM] links clients and managers of individual securities;
• Strategic Funds Accounts [SFA] are invested in no-load mutual funds;
• Strategic Sectors Accounts [SSA] are aggressively managed using sector funds.

Planning techniques to provide for Estate tax liquidity, strategies for private pension plans, and tax-effective savings for retirement.

Our Relationship with First Clearing

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