Investment Management

What has made Tellone Management Group, Inc., a Registered Investment Advisor, one of the top wealth managers in the nation?

1. Active management of client portfolios; constant reevaluation of mutual funds and securities; and range trading large and mid capitalization securities to enhance the return on investment in the portfolios managed by the firm.
   
   
2. 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.

A wide range of individually managed accounts are held with the firm, including IRA, Retirement Plan, Trust, Partnership, and Corporate accounts. For these managed accounts, Tellone Management Group’s investment committee collectively gathers research data to identify and analyze new stocks, top managed no-load mutual funds, bonds, and other investments. The committee meets regularly to decide what investments offer the best profit opportunities for client accounts, while considering for individual risk tolerance and the current market environment. Should a client need advice regarding a certain investment, Tellone Management has all the best research and analytical tools in the nation, including but not limited to Reuters Research, Value Line, Argus, Lowry’s, Change Wave Research, Standard & Poor’s Stock and Bond Reports, NYSE Market Trend Analysis, and Morningstar. Furthermore, Tellone Management’s preferred relationship with Schwab Institutional provides low commission rates and best execution for its clients.

With the use of pooled portfolios (investment partnerships), Tellone Management Group allows smaller investors the opportunity to participate in a diversified investment fund. Each partnership offers an individual investment strategy, ranging from conservative fixed income to growth oriented capital appreciation investments. Currently the firm has ten pooled portfolios to select from.