Wealth Management For Your Future

Transcription

1 Wealth Management For Your Future Our Experience, Your Peace of Mind

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3 About J. Streicher Wealth Management A Century of Evolution, Adaptation and Performance In 1910 our founder, Joseph Streicher, formed the first J. Streicher corporate entity J. Streicher & Co. which still operates today as a Designated Market Maker ( DMM ) unit on the floor of the New York Stock Exchange ( NYSE ). From the very beginning, both J. Streicher and the entire Streicher family have been firm believers in the importance of asset diversification, the need for intelligent, disciplined investing which is shared through the value and confidence we provide to our clients. These core beliefs are dutifully carried on by our Wealth Management, Capital Markets, and Real Estate Investment divisions. The pursuit of a long term financial goal begins with a Financial Advisor who can help you reach it. Armed with a deep understanding of your distinctive needs, a J. Streicher Wealth Management Financial Advisor can plan and execute strategies, drawing from the products and services of an internationally admired financial services firm. J. Streicher Wealth Management can help you meet your objectives today, tomorrow and for generations to come. We re ready to work for you. As a J. Streicher Wealth Management client, our firm s extensive range of world-class talent and global resources are at your fingertips. Your Wealth Advisor can help you manage your wealth by connecting you to our personalized resources, which are among the most sophisticated and extensive available to investors. J. Streicher Wealth Management strives to build on J. Streicher s 100 year tradition and core values by providing its global clients with the best products, services and wealth management expertise available anywhere.

4 A Boutique Money Management Firm Solutions That Can Bring Financial Peace of Mind As a boutique money management firm, J. Streicher Wealth Management provides service that is personal, private, and exclusive. At J. Streicher Wealth Management, we aspire to provide personal service and attention only achievable through our unique team and approach: We take the time to understand your investment goals and objectives. We will examine your current financial objectives and then we will create a detailed investment plan to get there. Your portfolio will be tailored to your goals and tolerance for risk. Each portfolio is actively monitored and monthly performance reports are generated and reviewed. We take a contrarian investment approach, which allows J. Streicher Wealth Management to purchase investments at discounted values. As a privately-held independent investment firm, we are not influenced by a large parent company s agenda and we are free to customize the right solution for each client. A Systematic, Disciplined Approach Balancing Risk And Return, Providing Unique Strategies J. Streicher Wealth Management is committed to providing strategies to meet your needs. Strategies may include growth, income, value, alternative investments, or any combination thereof. We look beyond the obvious to ensure matching strategies with your goals and objectives. Each portfolio benefits from our proven proprietary models. We design and implement all strategies internally allowing our clients to speak directly with the portfolio manager. Our diversity in investments allows for greater risk-adjusted returns for our clients, while at the same time reducing volatility and uncertainty.

5 Comprehensive Wealth Management Seeking Market Opportunities Our experienced strategists believe choosing individual companies offers greater returns than buying packaged products, such as mutual funds. We seek increased risk adjusted returns using a combination of proprietary strategies depending on market conditions and your personal needs. A Long-Term Perspective: Market conditions change, which is why we constantly monitor each portfolios investments. We seek opportunities through every market. Equities, Bonds, and Alternative Investments: Asset allocation is the most important factor in determining investment returns. We focus domestically, but are cognizant of secure international opportunities. Continual analysis: We actively analyze fundamental data, technical data, and macroeconomic data to ensure each portfolio is properly positioned. Diversification: A well-diversified portfolio produces less volatile returns than one made of investments that rise and fall together. This is the reason our strategies include growth, value, income, and alternative structured finance. Our Investment Philosophy Consistency, Stability, Reliability Successfully designing and maintaining a portfolio that is properly individualized requires experience, training and strong knowledge of both financial theory and practice. Expected yields, up-side profitablility versus down-side risk, correlation, and expected sensitivity to various factors (e.g., inflation, interest rates, energy prices, global growth, trade and budget deficits) are just some of the attributes to be considered in determining relative investment attractiveness, and weighting within a specificly tailored portfolio. Meet with us to experience the power, versatility, and unique insight of our team.

6 Personalized Wealth Management Your Needs Drive Our Relationship While every situation is unique, at J. Streicher Wealth Management, we believe that a disciplined approach to asset management is the key to financial success. Our process is systematic: Discovery: In our first meeting, we work together to uncover your true financial needs, goals, concerns, and evaluate your current financial position. Your financial framework: With a better understanding of your needs, we will design a customized, actionable plan to help achieve your goals. Your Plan takes into consideration your return requirements, risk tolerance, time horizon, liquidity needs, and tax concerns. Mutual commitment: After reviewing your plan, we can answer all of your questions, respond to any concerns, and then decide together how to proceed. Implementing your plan: Upon finalizing your plan, we will efficiently implement without delay and proceed as market conditions permit. Call us at any time for information or questions. Review: As life changes, so do your goals. To make sure your plan remains in line with your goals we will meet regularly to review your progress and ensure your plan continues to fit your objectives. A Private Meeting With Our Team Your Next Step J. Streicher Wealth Management doesn t promise pre-scripted answers or cookie-cutter solutions. Instead, we offer a prudent process with a long-term focus that meets your financial goals. Let us share our experience and expertise with you. Contact J. Streicher Wealth Management for a private confidential consultation. Find out what a true money management firm can do for your financial future.

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8 55 Broadway, 3rd Floor New York, NY Office: Fax: Property of J. Streicher Wealth Management. All Rights Reserved. Neither the designs or text presented may be used without the express written consent of J. Streicher Wealth Management. J. Streicher Wealth Management, and its affiliates and subsidiaries and their officers, directors, employees and agents are not responsible for and will not be liable to you or anyone else for any damages whatsoever (including direct, indirect, incidental, special, consequential, exemplary or punitive damages) arising out of or in connection with your reliance on the brochure, even if the J. Streicher Wealth Management, its affiliates or subsidiaries or their officers, directors, employees or agents have been advised of the possibility of these damages. Investment management products and services described in this brochure are not deposits, are not insured by the Federal Deposit Insurance Corporation or other similar institution, may lose value and contain no bank guarantee. Past performance is not necessarily a guide to future performance and any exposure to foreign currencies may cause additional fluctuation in the value of any investment. Our Experience, Your Peace of Mind