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Dec 30
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Investment Counselor New York CityFinancial Advisors Comments Off
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I did a google search for “investment counselor new york” and the first result was for Bolter Investment company, an investment portfolio management company in New York City.
On its website the company describes itself as a registered independent investment advisor providing traditional portfolio management for a select number of clients. Clients include individuals, families, trusts, charitable organizations, and retirement plans.
Portfolios are managed individually within the guidelines and objectives that are established with each client. Our attention to each client enables us to maximize investment returns while being considerate of individual financial security, risk tolerance and investment goals.
Looking at their annual returns page the investment counseling company has delivered annualized returns ranging from 4%-6%.