At John G. Ullman & Associates, Inc., we view investment objectives to be as individualized as the clients we serve. Based on your personal objectives, we mutually establish the appropriate mix of investment securities for your portfolio. The portfolio can consist of one or more of several types of accounts, established in the client's name.
Our investment approach diversifies and segments these pools of funds by risk levels and by industry categorization. In our role as discretionary investment manager, we take on the day to day tasks necessary to achieve the customized criteria authorized by you, the client.
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