For clients who wish their investment account managed actively, Elliot Goldberg will meet with you to discuss your goals for this investment account along with how it fits in with your overall portfolio.
Client funds are kept at a third-party custodian, typically Scottrade. Client accounts are titled in the client's name and Elliot Goldberg is only given authority to trade for the client in the account and deduct fees quarterly.
For more information, please call Elliot directly at (610)999-3599 or set up a phone appointment by clicking below.
