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PHONE : (610) 971-0202 FAX : (610) 971-0683 |
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Eric M. Godshalk & Co. offers three types of managed accounts. These offerings are not mutually exclusive, but may be combined based on client goals, objectives and risk tolerance. Individually Managed Accounts Our traditional Individually Managed Accounts are diversified equity and fixed income accounts invested primarily in a mix of individual stocks and bonds, and where appropriate complemented with sector specific no-load mutual funds and Exchange Traded Funds. Mutual Fund & Exchange Traded Fund Accounts A customized portfolio of broadly diversified no-load mutual funds, sector specific no-load funds and exchange traded funds. This type of account is an excellent fit for clients desiring broad diversification across multiple asset classes and market sectors. Separately Managed Accounts Customized style specific portfolios, offered through the Charles Schwab Company. Examples include Large Cap Growth, Mid Cap Value, Small Cap Core, International, Emerging Markets, etc. All Separate Account managers are thoroughly researched and monitored on an ongoing basis. |
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