| 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. |
