Investment Models

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This strategy seeks to achieve current income and long-term capital appreciation by investing in a diversified high conviction portfolio of dividend paying stocks.

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This strategy seeks to achieve long-term capital appreciation by investing primarily in a diversified high conviction portfolio of equity ETFs.

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Learn about additional programs which employ a disciplined, consistent, and replicable investment approach.

Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Your individual allocation may be different than the allocation mentioned here due to your unique individual circumstances but is targeted to be in the allocation ranges for your objective. The asset allocation referenced in this material may fluctuate based on asset values, portfolio decisions, and account needs. The asset allocation suggestions referenced in this material do not take the place of a comprehensive financial analysis.

 
  • Needs and Goal-based Planning
  • Investment Strategy Development
  • Preparation of Investment Proposal
  • Cash Flow Management
  • Quarterly Portfolio Reviews
  • Strategic Asset Allocation
  • Ongoing Monitoring
  • Investment Research
  • Risk Management
  • Calculated Rebalancing
  • Due Diligence 
  • Retirement Income Planning
  • Long-Term Care Planning
  • Social Security Optimization
  • Contribution & Distribution Strategies
  • Investment Policies & Asset Management  

© 2020 by 1879 Advisors® which is a marketing name used by Bruderman Asset Management, LLC, an SEC Registered Investment Adviser, and its affiliated company, Bruderman Brothers, LLC, a FINRA registered broker-dealer, member SIPC.

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