Services

 

  Crimson Management provides investment advice to individuals,   pension and profit sharing plans, and trusts.  Dean Putterman,   proprietor of Crimson Management, has more than twenty years of   experience in the investment management profession.  All of Crimson   Management's accounts are managed on a discretionary basis except   in certain circumstances which require outside managers.     
                        
                           

  • Assisting clients in determining overall financial goals and objectives

  • Assessing risk tolerance

  • Determining optimal asset allocation among asset classes and researching investment vehicles

  • Determining  investment objectives in light of each client's tax bracket, time requirements, investment experience, estate planning issues, and retirement goals

  • Managing client's portfolios according to the client's objectives

  •  Reviewing and monitoring client's accounts

  •  Advising clients on selection of custodians