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Erik O'Neal

Friedenthal Financial
Portfolio Management

Contact Information:

1000 Main St, Ste 202
Voorhees, NJ 08043
United States

Years in Business:

 

5

Clients I'm Seeking:

 

Fee-Based Portfolio Management clients who value liquidity, transparency, and zero conflicts of interest between themselves and their Investment Adviser. We serve both individual and institutional clients, inlcuding both small business & private/group medical practices. Minimum Account Size: USD $250,000.00

About My Business:

 

Friedenthal Financial is an investment management firm which provides fee-based institutional level portfolio management services and flat-fee investment consultation for medium & small businesses, medical & dental practices, and to individuals. We focus on institutional group pension and retirement plan asset management, and management of individual investments including personal brokerage, 401k/403b Rollover, and IRA accounts. We are designed to address the challenges plaguing so many investors in recent years. We work with clients to design the right custom portfolio for their needs and create tax efficient and truly diversified portfolios, using asset allocation across a variety of equity, fixed income, and commodity sectors. Our business philosophy places great emphasis on ascertaining the right level of risk for each client and providing him/her with the utmost transparency and flexibility. Investment selection incorporates macroeconomic expectations as well as mathematical optimization. As a pillar of our business, Friedenthal Financial has chosen to alleviate any possible conflicts of interest between us and our clients. As such, we remain a private, fully independent firm and have no affiliation with any other investment company which could influence our investment decision making process. We are compensated directly by our private clients and not on a commission basis so we have no incentive to do any unnecessary transactions or offer a particular security. We believe our clients should also know exactly what they own at all times, have access to their money without any waiting period, and be provided procedural safeguards. As such, Friedenthal Financial engages a third party, independent custodian, Charles Schwab, to provide our clients independent account statements and transaction confirmations, along with added security and piece of mind. Contact us to discuss your investment needs. *Minimum Account Size: USD $250,000.00

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