Financial Services - , ,
Since 1973, Zirkin-Cutler Investments has managed wealth for families, small businesses, trusts, endowments, corporate and family foundations, and retirement plans utilizing individual equities and bonds. With almost two billion dollars under management, our professionals follow time-honored investment traditions, eschewing the latest fads, to create portfolios of securities specifically designed to meet a client's individual needs. We offer no products. We receive no commissions beyond our management fee, which is among the lowest in the industry. We are completely independent in our decision-making processes. In short, we offer highly personalized, straightforward wealth management for individuals and institutions – a style of service we hope to introduce in this narrative.We are conservative investors, avoiding the latest momentum driven sector in favor of long-term commitments to high quality securities while always looking to harvest gains where and when it is appropriate. We firmly believe that managing risk and maintaining balance in portfolios substantially augments long-term performance of one's assets. Finally, we are constantly looking to take advantage of market volatility to add high quality equities and bonds to portfolios; put another way, we often find that volatility creates opportunity, for both buying and selling.
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