(609) 921-0180 Home Our Services About Contact Us Clients Market Commentary Blog Investment Management Our investment philosophy is to maximize total return within the individual investor’s risk tolerance and time horizon. We help you identify your personal investment criteria including specific needs, financial goals, and risk tolerance as we design your personal portfolio. The asset allocation mix is implemented using No-load mutual funds Exchange-traded funds Individual stocks Bonds Mutual funds provide investors with timing, market experience, asset management resources, and the ability to diversify investments. Your assets are held in your name with Schwab Institutional or TD Ameritrade Institutional, two large, nationally-recognized custodians. This arrangement provides you with independent third-party reporting for your assets and investment activity. You will receive monthly brokerage statements and transaction confirmations, and year-end tax reports, mailed directly from the custodian. Contact Halberstadt Financial Consultants, Inc. Office: (609) 921-0180 Fax: (609) 921-8301 50 North Tulane Street Princeton, NJ 08542 cavagnaro@halbfin.com Quick Links All Articles All Videos All Calculators All Presentations The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Disclaimer | Privacy Policy