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Ledgewood provides a full range of investment securities and products including equities, fixed income, municipal bonds, options, mutual funds and more. We are strong believers in the old adage that it is time in the market that matters and not timing the market. With this in mind, we work with clients to develop an asset allocation strategy based on financial goals, risk tolerance and time horizon. This way, together with our clients, we can establish and maintain a long-term investment philosophy and manage risk in the portfolio through diversification. Ledgewood has a contractual agreement with the Pershing LLC ("Pershing") whereby Ledgewood utilizes Pershing to clear all securities transactions on a fully disclosed basis. Under this arrangement Pershing acts in the capacity of our clearing firm. |
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