Portfolio Management

We use a combination of academic research, fundamental and technical analysis in addition to our own proprietary research to develop and actively manage our client's portfolio.  We use various types of investments including individual stocks, exchange traded funds and mutual funds to create a dynamic portfolio geared towards your personal investment and financial preferences.   We are not asset allocators.  After incorporating your personal investment and financial preferences, we focus on investments we think have a high chance of success.  We constantly assess the current economic conditions and financial markets, to generate high conviction investment ideas.

At Stern Financial, you can expect hands on, personalized service and investment management.  Your portfolio will be monitored on an on going basis.  We have the expertise, flexibility and ability to meet your goals.

Let's start planning for financial confidence today!

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