Investment Management

Through the use of Adaptive Portfolio Modeling, J. Vitucci Investment Management has been helping clients build portfolios that suit their risk levels and adapt as market conditions change. Investments are managed primarily through our fee-based program.

Here is a list of some of our investment services:

*Custom Portfolio Management (CPM) is the epitome of the advantage that we provide in our Investment Management program. Portfolios are tailored specifically to individual client goals, continually adapting as market conditions change.  The program uses a blend of various investments and Institutional Research firms.  Institutional investing is usually reserved for foundations, endowments, and public pension plans, but we have the ability to offer this to all clients.

*Retirement Plan Formulation--Income Planning--Analysis is necessary to make sure our clients are planned properly for retirement.  Income planning and analysis helps us to address the coming guaranteed income gap that many will face as large corporations phase-out their pension plans. We use a variety of investment approaches to address income needs.

*Full Service Brokerage
 

Take a closer look at some of the value-added services of
hiring a professional investment advisor:

Client Profile Report

-Determines investment objectives
-Defines risk tolerance
-Establishes time horizon
-Sets stock-to-bond ratio (if applicable)

Investment Policy Statement

-Outlines initial portfolio allocation
-Summarizes investment strategy
-Recommends ongoing monitoring and management style

Professional Money Management

-Monitor economy and market daily
-Disciplined investment methodology
-Allocate portfolio based on risk budget
-Analyze risk-adjusted relative strength
-Analyze market trends
-Implement diversification
-Actively manage investors' accounts

Reporting and Review

-Provide quarterly performance evaluations
-Regularly comment on market conditions
-Create and distribute quarterly newsletter
-Allow access to additional reports via web site
-Complete annual tax reporting

Additional value-added services

-Interest rates and inflation monitoring
-Sectors analysis
-Quantitative analysis
-Research track records
-Interview/access to fund managers
-Confer with institutional managers
-Ongoing financial education for clients
-Risk analysis
-Research