Services
Martinelli Discenza Investment Counsel’s core service is portfolio management tailored to the needs of each client. To accomplish this we:
- Identify attractive opportunities by analyzing individual securities and actively managed mutual funds;
- Identify and seek to mitigate the risks associated with portfolio opportunities;
- Monitor the markets for different assets classes, overall economic considerations and client portfolios for emerging opportunities and risks;
- Invest your assets in selected instruments with the goal of meeting your financial objectives consistent with your personal priorities.
Factors we consider in planning for and managing each client’s portfolio include:
- Current circumstances;
- Financial objectives;
- Capital preservation concerns
- Income requirements
- Growth goals
- Personal priorities;
- Family
- Philanthropy
- Time horizon;
- Tolerance for risk.
Read more about our thoughts on investing
Helping with Transitions and Milestones
Life changing events and milestones – both happy and sad – often bring significant financial change. As investment advisers with legal expertise we use our knowledge and experience to help new or longstanding clients navigate through unfamiliar territory by assisting with everything from strategy to paperwork. Transitions and milestones with which we have helped clients include:
- Sale of a business;
- Inheritance from parents;
- Death of a spouse;
- Divorce;
- Retirement;
- Transfers of wealth and gifting.
Our Process
Our new client process is organized to enable those seeking investment services to learn about us in the course of selecting an investment advisory firm and to initiate services for those who choose us.
- Introductory telephone call with Gary Martinelli to exchange high-level information and explore whether what we do “fits” with what you need. Based on this conversation we can schedule an initial meeting and send an introductory package describing investment philosophy, credentials, privacy policy, and fee structure.
- Initial meeting with Gary Martinelli to explain what we do in greater depth and address any questions or concerns you have. We will discuss how our investment approach would be applicable to your circumstances and furnish the basic information all investment advisers should provide. The focus in this meeting is on providing the information you need. We will ask that you bring to the initial meeting copies of existing portfolio or brokerage statements you have so that, if after learning about our investment approach you continue to be interested in working with us, you may leave a copy with us to review with you at a subsequent meeting.
- The next step is a new client meeting. At the meeting we will discuss in detail your goals and priorities and changes we propose to make to your portfolio so that we can begin the implementation process.