Pay attention. Two simple words, yet put together conveys a powerful statement. A statement that is at the heart of the service I provide to my clients. I am paid to "pay attention" to my clients' investments, and ultimately make decisions based on the information. I view reports daily from third party providers such ad Dorsey Wright for technical analysis that all of my clients positions and models are downloaded into. For a daily fundamental view I subscribe to Morningstar in an institutional capacity. Finally, Through TD Ameritrade Institutional I am provided research reports from Thompson Reuters, Standard and Poors, Thestreet, Argus and Jaywalk consensus reports. All of these services allow me to monitor my clients positions and performance as well as provide insight on global economics, market sector performance and individual stock selection.
At Padovani Asset Management, I believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where my experience comes in. I am a trained, licensed professional, and I can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is for current income or not having enough money to last throughout your retirement, I may be ableto help you.
Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.