Jim Katcher works with investors who prefer continuous professional supervision and management. He offers clients investments in:
- Common and Preferred Stock
- Taxable and Tax-Free Bonds
- Limited Partnerships
- Real Estate Investment Trusts
- Developed and Emerging Market International Securities
- Money Market Funds with Automatic Sweep
- No Fee IRA's
Jim believes investing in customized portfolios offers many advantages to mutual fund or standard brokerage strategies. Such advantages include:
- Constant monitoring and improved execution
- Greater flexibility and choice of investments
- Lower start up and trading costs than typical commission brokerage or mutual funds
- Tax minimization strategies allowing for offsets
- Deferral or swaps
- Ability to focus on unique social concerns
Jim's 35 years of brokerage experience allows him to understand the risks and rewards of investing.
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