Growth Investing
Growth Investing is one of many flexible portfolio allocations strategies, popular amongst investors for its focus on increasing capital. Examples may include commodities, real estate, oil and drilling, and private equity.
| Options | Mutual Funds |
| Common Stocks | ETFs |
| Equities | UITs |
| Bonds | REITs |
Other investment strategies include Value Investing, Dollar-Cost Averaging, Index Investing, Dividend Income Investing, or a balanced combination of a few.
Account Specializations
Do you currently understand and agree with how and why your money is being invested? Prior to making any reallocation recommendations, we sit down with you to review your current holdings. Common account types we work with include:
| 401(k) Plans | 403(b) Plans |
| IRAs | Roth IRAs/Backdoor Roths |
| Equities | REITs |
| Brokerage | Annuities |
Our advisors are also licensed to sell annuity, Long-Term Care (LTC), and life insurance policies. Suitability varies with each investor's goals and time horizon.
Additional Services
We offer a wide range of investment services to provide support for all facets of your financial lifestyle. Additional services offered include:
| Long-Term Care | Estate Planning |
| Life Insurance | College Planning |
| Annuities | Wealth Management |
Contact John Joseph Group to start a conversation and ask your confidential investment questions. Call (212) 240-9404 today.