Portfolio design and management is performed on a fee only fiduciary basis with an emphasis on tax efficiency. Portfolios are constructed in house, after careful research and consist of about 50-60 high quality, publicly traded, mainly large cap dividend paying stocks. Bonds are selected individually consisting of corporate, municipal & government investment grade. The portfolios are further diversified with about 10-15 low fee index ETFs. All investment choices and allocations are customized to the individual client's risk tolerance. We provide monthly and quarterly performance reports and check in with our clients frequently. The firm also offers quality, low cost 401k plans and defined benefit plans for small businesses.
“ I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try to be fearful when others are greedy .”
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Disclaimer: All information herein at Annette Di Bello, CPA, CFP, Professional Corporation is for informational purposes only. This information does not constitute a solicitation or offer to sell securities or investment advisory services. Annette Di Bello, CPA, CFP, Professional Corporation is a Registered Investment Advisor transacting business in California and other states in which we qualify for exemptions. Nothing contained herein Annette Di Bello, CPA, CFP, Professional Corporation website constitutes investment, financial, legal, tax or other advice, nor is to be relied on in making an investment or other decision. Annette Di Bello, CPA, CFP, Professional Corporation specific advice is prepared only within our contract agreements on a client-by-client basis. Past performance may not be representative of future results.