What
has made Tellone Management Group, Inc., a Registered Investment Advisor, one
of the top wealth managers in the nation?
- Active
management of our client portfolios; constant reevaluation of account
holdings; and range trading large- and mid-capitalization securities to
enhance the return in the portfolios we manage.
- Commitment to personal service,
including regular client contact via phone conferences or in house
meetings, with special attention focused on reviewing asset allocation and
goals for retirement planning.
At
Tellone Management Group, Inc., we manage a wide range of accounts, including
individual, IRA and Retirement Plans, Trust, Partnership, and Corporate
accounts. What
separates us from other advisors is our commitment to active asset
management. Tellone Management Group is
not a buy and hold investment advisor.
While specific strategies may vary between accounts due to client specific goals and risk tolerance levels, Tellone Management recognizes
the dynamic nature of the market and incorporates proactive asset management
strategies to adapt
to the current market environment. This
dual emphasis on short-term trading and long-term wealth accumulation provides
added value to client accounts. The end
result is reduced risk and increased returns through proper management of
market exposures.
Short-term strategies are methods to
profit on temporary market inefficiencies and include the following:
- Short
positions to hedge portfolio risk and enhance returns
- ETFs
for hedging, sector rotation, and capitalizing on broad overbought and oversold
conditions in the market
- Options
for hedging and additional income
Long-term strategies are evident in the
following:
- A
core asset allocation that is diversified between asset classes and company
sectors
- Risk
reduction by maintaining adequate exposure to alternative investments with low
correlation to the market
- Typical
portfolios consist of individual company stocks that have demonstrated strong
competitive advantages that are likely to be sustainable far into the future,
are financially sound, have strong positions in stable and highly profitable
industries, and have good management
- In
line with maintaining our active management philosophy, Tellone Management
Group does not rely on long-term mutual fund positions. Instead, we prefer ETFs due to their great
advantages that include higher tax efficiency, lower costs, greater
purchasing/selling price control, and the ability to set downside protection
features
