Portfolio Management Services
We limit our consulting to what we know best, bonds, convertibles, preferreds, ETFs and Closed end Funds. We seek investors whose goals are principal protection, steady monthly income and high yield. We invite you to call or visit us in our Miami Lakes, FL, office.
You can learn more about investment strategy by reading Richard Lehmann's book, "Income Investing Today-Safety and High Income Through Diversification."
Telephone: (305) 557-1832 or (800) 472-2680
Fax: (305) 557-1454
Address: 6175 NW 153rd St., Suite 201 Miami Lakes, FL 33014
Our portfolio Management services are geared to the specific investment objective of each client. Performance of an individual's portfolio will reflect the risk levels and income needs of that client. Below are the performance statistics for the past ten years of the model portfolios which we feature in our monthly newsletter.