Investment Management and Planning

Successful investing is not about beating the market one year, only to be crushed by it the next. Successful investing requires understanding what you can and cannot control.

No one can control when gold/oil will rise or fall, when interest rates will change, when taxes might shift, etc.  But, you can control how much your investments will cost, whether to invest for growth or income, and how much loss you are willing to suffer.

There are many scenarios in any given year, positive returns, negative returns, disasters (think dot-com bust, 2008's crisis). etc...
At MDB Group, we provide active management to help guard against risk.

Some of the investment vehicles available to our clients:

  • Common and preferred stocks
  • Exchange Traded Funds (ETFs) and Mutual Funds
  • Taxable and non-taxable bonds
  • Certificates of deposit (CDs)
  • Precious metals and coins
  • Alternative investments (managed futures, structured notes, public, non-traded REITs)
  • Hedging strategies (merger arbitrage, long/short,)

Some of the investment services available to our clients:

  • Asset allocation analysis
  • Risk and reward (risk tolerance analysis)
  • Diversification analysis
  • Analysis and research on individual securities, ETFs, and mutual funds
  • Investment policy statement review