A complete list of active advisors currently associated with Desimone Investments, LLC
Warmer can help you find a great advisor at Desimone Investments, LLC or one who fits your needs even better.
DeSimone Investments, LLC provides portfolio management and financial planning to individual, retirement and trust clients, and specifically lists retirement planning and IRA/401(k) rollovers among its services. Services are delivered under written advisory agreements for separate accounts custodied at qualified custodians. The firm uses both fundamental and technical analysis to build and manage portfolios, actively buying, selling, reinvesting or holding securities and offering discretionary management on a continuous basis. Financial planning is offered in modular or comprehensive formats and is provided at no additional fee to portfolio management clients, with the advisor conducting regular reviews and client consultations. Distinctive elements in the brochure include explicit disclosure that the firm employs derivatives such as stock options in managed accounts and cautions that option strategies can carry risks that exceed those of the underlying securities; the brochure also highlights pension- and retirement-related consulting as a specific service area. The firm custodies client accounts at Interactive Brokers and describes access to institutional trading and custody services—arrangements the brochure links to broader execution and product capabilities that can, in certain strategies, support borrowing or margin-like features in separately managed accounts.
To learn more about the advisors currently working at Desimone Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
North Brunswick, NJ
| 14
|
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