Grant Koehler and Levin LTD. To help our clients achieve their financial goals in a prudent, conservative manner. We do this by:. Focusing primarily on valuation with respect to stock selection. Offering outstanding service at a low cost. Treating our clients' money as if it is our own. 10809 West Mequon Road. 344 Harbor View Dr. Palm City FL 34490.
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Grant Koehler & Levin
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Registered Investment Advisors Financial Planning Money Management | dollarsatwork.com Reviews
https://dollarsatwork.com
Grant Koehler and Levin LTD. To help our clients achieve their financial goals in a prudent, conservative manner. We do this by:. Focusing primarily on valuation with respect to stock selection. Offering outstanding service at a low cost. Treating our clients' money as if it is our own. 10809 West Mequon Road. 344 Harbor View Dr. Palm City FL 34490.
dollarsatwork.com
About Us
http://dollarsatwork.com/about-us.html
Grant Koehler and Levin LTD. 188 million under management. 255 clients under management. Average account size $750,000. Setting long term financial goals. 401K's, IRA's, etc.). 10809 West Mequon Road. 344 Harbor View Dr. Palm City FL 34490.
Registered Investment Advisors Financial Planning Money Management
http://dollarsatwork.com/index.html
Grant Koehler and Levin LTD. To help our clients achieve their financial goals in a prudent, conservative manner. We do this by:. Focusing primarily on valuation with respect to stock selection. Offering outstanding service at a low cost. Treating our clients' money as if it is our own. 10809 West Mequon Road. 344 Harbor View Dr. Palm City FL 34490.
The Partners
http://dollarsatwork.com/the-partners.html
Grant Koehler and Levin LTD. Christopher J. Grant. Thomas A. Koehler. Theodore D. Levin. Forrest R. Patin. Forrest has more than thirty years of management experience in the beverage industry. He has held senior field sales positions for over fourteen of his twenty-four years with the Miller Brewing Co. Forrest is married and has one child. He and his family resides in Reno NV. 10809 West Mequon Road. 344 Harbor View Dr. Palm City FL 34490.
Frequently Asked Questions
http://dollarsatwork.com/faq.html
Grant Koehler and Levin LTD. What are your fees? At Grant Koehler and Levin our fees are completely transparent: a maximum of 1.2% on the equity portion of the portfolio annually, plus your cost to make the trades. At Grant Koehler and Levin the bond portion of the portfolio is charged 0.5% annually. We believe that our fee structure is as transparent as we can make it and among the lowest in the industry. What is a Covered Call? C) TSJ shares rise above $26 - the option is exercised, and your upside is ...
Investment Philosophy
http://dollarsatwork.com/investment-philosophy.html
Grant Koehler and Levin LTD. Why do we buy what we buy? Buy low and sell high, right, sounds simple by not always easy to do. Two terms that you will hear on the evening business shows are momentum investing" and "value investing . Momentum strategies are nothing more than buying into a hot stock when everyone else is. Momentum stocks can go up fast, but as you may recall in early 2000, they can tank just as quickly. Periodically, the market gets it right, i.e. stocks trade at or near their long ...Maybe...
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Registered Investment Advisors Financial Planning Money Management
Grant Koehler and Levin LTD. To help our clients achieve their financial goals in a prudent, conservative manner. We do this by:. Focusing primarily on valuation with respect to stock selection. Offering outstanding service at a low cost. Treating our clients' money as if it is our own. 10809 West Mequon Road. 344 Harbor View Dr. Palm City FL 34490.
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