ABOUT STREETTALK ADVISORS

At Streettalk Advisors, we understand that selecting the right firm to manage your money is one of the most important decisions you will ever make. Our business is founded on the principle that when our clients are successful, we share in that success.

A Fresh and Personal Approach to your Portfolio
In a complicated world, we can help make your financial decisions simple. We take time to discover your goals, tax status, investment horizon and risk tolerance, then work as a team to review your overall portfolio direction, create and then implement an appropriate strategy to meet your unique needs. Our portfolios are not “one size fits all”. Whether it’s mostly fixed income, balanced or growth oriented, the portfolio is designed with you in mind. 

Our Commitment to You
The financial well being of our clients is our primary objective. We want to serve you effectively, efficiently and distinctively – whatever your investment and financial needs. We believe that by adherence to the following principles, the financial health of our client’s investment is best served:

• Conservation of the principal investment to protect the earning power of the portfolio over time.
• The management of the portfolios for total returns in the form of capital appreciation, dividends and interest.
• To achieve the highest possible level of total returns for the portfolio while accepting the least amount of risk possible.
• To manage all portfolios in the most cost efficient manner while staying aligned with our clients’ objectives, time horizons and risk tolerance.
• To manage the portfolio for tax efficiency, but not at the expense of capital preservation.

Proven Strategies and Disciplines
Streettalk focuses on investment disciplines that have withstood the test of time. The consistent application of this philosophy creates a group of portfolios that perform well in a variety of market environments.

We continually assess our portfolios’ performance attribution, risk, and diversification characteristics and employ quantitative risk factor analyses to determine the ramifications of the implementation of buy and/or sell decisions.

Sell disciplines are an integral part of the decision making process. Our holdings are monitored daily and formally reviewed weekly to determine specific sell or cutback recommendations.

Knowledge is Power
Streettalk is currently managing accounts at Charles Schwab, Fidelity Investments and FOLIOfn. Our clients have access to our proprietary fundamental and technical analysis, fixed income strategies, asset allocations, private managers and specialized investment products.

We continually educate ourselves and pass this knowledge onto our clients, allowing them to make informed decisions when it comes to their money. A daily radio show, weekly newsletters, quarterly updates, monthly statements, transactional confirms and on-demand email access allow our clients to stay on track.

One Team Working for Your Future
With a collective vision that our clients come first, we continually educate ourselves on new markets, investment opportunities, changes in tax laws and innovative financial planning techniques. We work as a team on your overall portfolio direction and strategy so that various points of view can weigh in to protect your money and ensure growth.
Why rely on just one person for financial advice when you can have an entire team of market experts to review, make recommendations and invest your money?

Click the button below to learn how to get started with Streettalk Advisors.