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![]() Fieldstone Money Management, Inc. was formed to provide portfolio management services to individual investors who value a personalized investment approach. Our approach provides you with two important things that you will not get from a mutual fund or most other money managers. First, we provide a highly tailored investment style based on the individual client's specific goals and objectives. Second, we communicate with you regularly. Not only do we formally discuss investment performance with each client quarterly, but we also call clients when major events occur that affect the markets, explaining to them our approach in dealing with such events. Additionally, you can call us directly, at any time, to discuss any aspect of your portfolio. Fieldstone also provides these same services for retirement plans, trusts, estates and business entities. We invest money as if it were ours.
Fieldstone Money Management, Inc. is a registered investment advisor. We are registered with the State of New York Office of the Attorney General and with the National Association of Securities Dealers (NASD). Our investment advisor NY-ADV form is filed annually with the New York State Office of the Attorney General and is available upon request. |
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©2004 Fieldstone Money Management, Inc. ![]() |