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Investment needs are unique for each individual. We need to understand who you are before suggesting any financial solutions. We take time to learn about your situation, your interests, your passions and your goals.
2008 results.
2007 results.
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| Equities |
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Santoren uses most up-to-date equity research reports from the top research sources and applies its own fundamental analysis experience to determine the potential performance. |
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Our emphasis is on risk management and extensive use of fundamental and technical analysis. |
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Municipal
Bonds |
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Santoren can build a municipal bonds ladder to diversify your bond portfolio and assure triple-tax-free investment income of well diversified bonds. |
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We conduct extensive research into the structures of individual bonds. Due to the 2008 crash in the bond insurers market and the subsequent confusion about the quality of ratings of individual bonds, the investor should pay attention to detailed information about the bond structure. |
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Fixed
income |
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Fixed Income products ensure safety of the principal and are often used by clients near the retirement. Taxable fixed income products include corporate bonds, which can add interest income to your portfolio. |
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The plan will include the asset allocation and recommended financial instruments. |
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We may also discuss with you education plans, pension plans, insurance, etc. |
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| Mutual Funds |
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With access to thousands of Mutual Funds Santoren can diversify your portfolio to include mutual funds from top fund companies. |
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| ETFs |
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Santoren invests majority of client's equity positions in highly liquid index funds.
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Exchange Traded Funds offer diversification of index funds and trading flexibility of stocks. |
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