Kerim Tulun, CFP®

CONNECT

Address:

125 Froehlich Farm Blvd
Woodbury, NY 11797

Phone:

(631) 845 - 5100

Fax/Other:

(631) 845 - 4531

Portfolio Advisory Services

 

Managing investments prudently requires setting objectives, developing a clear understanding of your risk profile and time horizon, and measuring progress towards your financial goals. Constructing a diversified portfolio requires skilled professionals to implement, monitor and rebalance. Our advisory services include:


• Needs analysis and risk assessment
• Portfolio monitoring and review
• Portfolio analysis
• Portfolio rebalancing 
• Investment selection
• Manager due diligence
• Annual updates to financial plan