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.