Investment Services

Investment Asset Management: Rewards without risking it all

Objective investment planning integrated with your personalized financial goals enables us to make better investment decisions for your benefit. To help you preserve and grow the assets you have accumulated, we have adopted several investment principles that we hold sacred. These principles include:

  • Strategic and Tactical Asset Allocation provide the foundation for managing the long-term risk and return of a portfolio.
  • Low-cost investing through the use of low-expense, no-load mutual fund families, and ETF’s.
  • Rebalancing portfolios on a consistent basis should reduce risk and increase returns over time.
  • A mandate to uphold an unbiased, objective, and advocacy role.

We assess your unique risk tolerance, time horizon, income needs, tax situation, and overall financial objectives. By designing a portfolio to help reduce market volatility with a higher probability of achieving the returns you require, we try to minimize the fluctuations of the capital markets while working to ensure your goals are attainable. Our investment design includes institutional modeling tools, state of the art independent investment research, and Nobel Prize winning formulas.

Once your Plan has been analyzed, the implementation of your investment portfolio can unfold. The continuum of a sound process ensures you are moving closer to your investment and financial goals. Implementation is performed with the following types of accounts:

  • Individual Retirement Accounts (IRA) - Roth and Traditional
  • IRA Rollovers
  • 401(k) and 403(b) plans
  • SEP’s
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Annuities
  • Brokerage Accounts
  • Trusts

Photos Courtesy of:  Sarah A. Salem

Quint Wealth Management, Inc. (Quint Investments & Insurance Services) is a Registered Investment Adviser in New York. We are allowed to do business in New York and other states where we are registered, exempted, or excluded from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Insurance products and services are offered and sold through Quint Risk Management, Inc. and individually licensed and appointed insurance agents.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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