Our Services

How We Can Help You

How We Can Help You

At Princeton Investment Services, although we are proud to offer a variety of financial services to our clients, we focus on portfolio analysis and construction. We provide a specialized allocation of stocks across sectors and market capitalization, as well as a unique mixture of fixed income depending on fiscal and monetary policies and alternatives that are each uniquely constructed. Our approach to equity and fixed income largely reflects the economic and fiscal environment we are in. Depending on economic factors, a higher percentage gets weighted on historically favorable sectors in both equities and fixed income.

We understand that all clients have perspectives on investing, which is why we offer tailored portfolios, high-level communication, and education on economic issues. Our goal is to provide a customized approach to investing that most clients may find they are missing. We believe that in the investing world, one size most certainly does not fit all, and our investment strategies reflect the unique, individual needs of each of our clients.

Our firm offers hands-on service, and we educate our clients about financial concepts and products to take the mystery out of investing and preserving wealth. We understand the many challenges of planning for your financial future, and we know the biggest concern for many is outliving their money. We can assist you with money management and other issues that are critical to your financial well-being. Please see the columns below for a full list on what we have to offer.

Investments

Stocks 

Individually held common stock

Index funds

ETFs

Mutual Funds
 

Fixed Income

Municipals

Corporates

Treasuries

Preferred Stocks
 

Alternatives

Hedge funds

Long-Short investments

Protective Option Strategies

Real Estate

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Ready to take your investment portfolio to the next level? Contact us today to schedule an appointment and learn how our personalized investment management strategies can help you reach your financial goals.