Conservative, value-driven investing relies on diversification, a regular disciplined allocation and rebalancing of assets. Working closely with high tax bracket clients allows Ted to customize their portfolios to meet their needs for both estate and retirement planning. By employing capital preservation strategies, Ted strives to produce substantial consistent returns while utilizing tax efficiency.
Edward George Kaufman Senior Vice President-Investments
An investor should consider investment objectives, risks, fees and expenses carefully before investing.
Securities and Advisory Services offered through Davenport & Company LLC Member: NYSE • FINRA • SIPC
BrokerCheck by FINRA