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Investment Management

Investment Management

Managing your wealth effectively requires a smart mix of investments. Our team guides clients through building a balanced mix of traditional and alternative investments. We stay on top of market trends to spot opportunities and evaluate the balance between risk and return to craft innovative investment strategies for each client.

Initially, we take the time to understand your financial needs and investment preferences. Our experts then design a tailored investment strategy that meets your goals, considering your desired timeframe and how much risk you're willing to take. We ensure your investments are well-diversified to lower risk by doing extensive research and due diligence. After setting up your investment plan, our team diligently monitors and adjusts it to ensure it remains aligned with your long-term financial objectives.

Contact us to discover how we can help you build a diversified investment portfolio or to request a free consultation.

Contact Us
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Only the Wealthy Need It
It's All About Stocks
DIY is Just as Effective
One Strategy Fits All
Short-Term Focus

Only the Wealthy Need It

Myth

Only wealthy individuals need investment management.

Fact

Investment management is beneficial for individuals at all income levels to grow wealth and achieve financial goals.

It's All About Stocks

Myth

Investment management is solely about investing in stocks.

Fact

Investment management involves a diversified portfolio, including bonds, real estate, and other assets to mitigate risk.

DIY is Just as Effective

Myth

Managing your own investments is just as effective as hiring a professional.

Fact

Professional investment managers offer expertise, research, and strategic planning that can enhance portfolio performance and reduce risk.

One Strategy Fits All

Myth

A single investment strategy works for everyone.

Fact

Effective investment management requires personalized strategies tailored to individual objectives, risk tolerance, and time horizons.

Short-Term Focus

Myth

Investment management is focused on short-term gains.

Fact

Successful investment management emphasizes long-term growth and stability to achieve lasting financial goals.

Adult Day Care Coverage

Risk Factors

You may have to pay them for their services from your pocket if you hire a caregiver.

Solution

Policies may cover community care, which usually means adult day care, so you don’t need to pay them all by yourself.

Modifications to House Coverage

Risk Factors

You may need to build a wheelchair ramp for one of your family members because of their medical conditions.

Solution

Some policies may even pay benefits to family members who act as caregivers or cover home modifications, such as adding wheelchair ramps or installing safety devices.
Consultation

Our services include:

  • Innovative investment management techniques
  • Crafting personalized, diversified investment portfolios
  • In-depth investment research and due diligence
  • Regular investment tracking and performance updates
  • Forecasting for the long-term financially
  • Continuous investment guidance
  • Effective risk management strategies
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Ready to optimize your finances? 
Apply now or request a quote for tailored accounting solutions today!

Accounting, Tax, & Audit Services Shibu P. Thomas, EA, MBA, MS

Founded on the principle that every small business owner deserves efficient accounting solutions, We are dedicated to saving time, minimizing taxes, and simplifying life.

Contact Us

Address

302 Manor Rd, Staten Island, NY 10314.

Email

info@spthomas.com

Phone

(718) 698-2370

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