John H. Slade & Co,. Inc.
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30 Wall St, New York, NY 10005
30 Wall St, New York, NY 10005
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05/26/2019
Provided by YP.comThat gnawing sensation. Stock traders try to find optimism but just can’t shake that hidden fear that something bad may lie ahead as equities closed out yesterday’s session slightly down.
01/20/2019
Provided by YP.comWealth Management
Managed Accounts: Do you own your wealth, or does your wealth hold you? Once you have reached a certain level of financial security, every hour that you spend researching investments, following the market, and monitoring your portfolio, is an hour that you could spend enjoying your success.
Our process begins by identifying, defining and understanding your investment parameters. Once those parameters are set, our team will work with you to match you to a portfolio most suited to your risk tolerance and investment objectives.
We will assist you in creating a long-term investment strategy. Once the proper investment strategy has been selected, your Investment Adviser Representative will manage the ongoing maintenance, balancing and adjusting while you enjoy your life.
Our portfolios enable you to combine a wide variety of investment options into a single account allowing you to see your total investment performance in a separate statement.
How it Works:
Step One: Identify Goals and Objectives
Define your tolerance for risk, the time frame for your investments, and outlook for future financial needs.
Step Two: Determine Asset Allocation Policy
Discuss your options, weigh potential risk and rewards, and diversify your portfolio to work toward your investment goals steadily.
Step Three: Find Your Asset Managers
With your strategy in place, set it into motion by finding the asset managers whose expertise and specialized counsel best suit your needs. Your dedicated Investment Advisory will make the introductions, discuss their recommendations and implement the actions that meet with your approval.
Step Four: Ongoing Portfolio Monitoring and Re balancing
Ride out the daily twists and turns of the market by reviewing the overall performance of your investments against the time frame and strategy you have set.
Market conditions, contributions to the account, and other factors may cause the allocations to fall outside the targets initially set for the portfolio. If this happens, one or more of the money managers may re balance the portfolio to bring assignments back within the desired range based upon the investment strategy you agreed to with your Investment Advisory Representative.
After reviewing your needs with your investment advisory, you will receive an investment proposal detailing your investments and goals. This document should be thoroughly examined and understood before investing.
More Business Info
John H. Slade & CO. . Inc.
- Hours
- Do you know the hours for this business?
- Extra Phones
Phone: 917-503-9542
- Services/Products
- Why JHSLADE WHY jhslade we respect other people’s money became and it is OUR guiding principle by which we DO business AT JHSLADE TODAY. THREE easy ways to GET STARTED: VISIT US AT 30 wall ST. 8TH floor NEW York. NY. 10005 CALL US TOLL-FREE AT (212) 796-4382. APPLY online. Step ONE: your strategic plan if YOU already have an investment strategy in mind. JHSLADE offers the tools and resources YOU need to start investing. Take a site tour view OUR online tutorials customize your portfolio summary page with the latest news. Major market indices. And more. Start trading: we offer competitive rates and quality executions. if YOU are seeking advice. OUR team AT JHSLADE investment advisors will answer your questions and explain your options without cost or obligation. Meet with an investment advisor REPRESENTATIVE EVALUATE current investments relative to your goals receive potential next steps based on your risk tolerance and suitability step TWO: manage your wealth the JHSLADE WEBSITE is designed to help YOU expand your knowledge of the market. We are Also continually introducing NEW resources to anticipate your evolving needs and changes in the MARKETPLACE. WHETHER YOU are continually online. Or only checking in on occasion. Real time market data. Portfolio performance. And investment opportunities are always AT your FINGERTIPS. YOU DO NOT need a computer to BE a valued JHSLADE client and to take advantage of OUR services. We are happy to assist YOU in ANY WAY that is comfortable for YOU. Step three: it's your money. Access it when YOU need it when your Kids are ready for college. When YOU prepare for retirement. Or when YOU need to have Cash in hand. OUR investment specialists will help YOU liquidate and transfer your assets to your maximum financial advantage. . Wealth MANAGEMENT KNOWLEDGE expands of the market. We are Also continually introducing NEW resources to anticipate evolving needs and changes in the marketplace. Always online. Or only checking in on occasion. Real time market data. Portfolio performance. And investment opportunities are still AT the fingertips.
- Location
- ADDRESS 30 Wall St. 8th Floor New York, NY 10005 United States CONTACT p:(212) 796-4382 f:(212) 796-4381 BUSINESS HOURS Mon 9:00 AM – 6:00 PM Tue 9:00 AM – 6:00 PM Wed 9:00 AM – 6:00 PM Thu 9:00 AM – 6:00 PM Fri 9:00 AM – 6:00 PM Sat
- Neighborhoods
- Downtown Manhattan, Financial District
- Languages
- Arabic, Chinese, English, German, Japanese
- Associations
- aaa
- Categories
- Investment Management, Financing Consultants, Stock & Bond Brokers