DFI
Wealth Management
Since 1983
Daniel F. Iuculano CFP ® AAMS CMFC SM
DFI
Wealth Management
Daniel F. Iuculano
Certified Financial Planner ™
Accredited Asset Management Specialist SM
Chartered Mutual Fund Counselor SM
(Initial Consultation is free)
Contact :
Daniel F. Iuculano
Email: danieli@dfi-wealth-mgmt.com
Portfolio
Management offering both the stock market and income producing real estate
analysis .
Advice on retirement accounts
such as IRA, Roth IRA, 401k plans and self-employment retirement plans as
well as non retirement accounts.
Assets are tracked as they enter
the portfolio as well as when they leave the portfolio. Investment reports
show not only balance at the beginning and end of a period, but also from
inception. Reports include cost basis and purchase dates which makes tax
time more organized.
Successful portfolio management
involves not only what to buy, but also when to sell. Protect against
losses and protecting the gains you have made.
Process involves gathering data,
establishing financial goals, analyzing information, recommending and
implementing investment recommendations, and monitoring performance.
Click below to see only a few of the many portfolio management reports available.
Services
Detail information
