DFI 

Wealth Management   

Since 1983

Daniel F. Iuculano CFP AAMS CMFC SM

DFI 

Wealth Management

Daniel F. Iuculano

Certified Financial Planner

Accredited Asset Management Specialist SM

Chartered Mutual Fund Counselor SM

 

 

 

(Initial Consultation is free)

Contact :

Daniel F. Iuculano

Email: danieli@dfi-wealth-mgmt.com

 

Portfolio Management  

Portfolio Management offering both the stock market and income producing real estate  analysis .  

Advice on retirement accounts such as IRA, Roth IRA, 401k plans and self-employment retirement plans as well as non retirement accounts.  

Assets are tracked as they enter the portfolio as well as when they leave the portfolio. Investment reports show not only balance at the beginning and end of a period, but also from inception. Reports include cost basis and purchase dates which makes tax time more organized.  

Successful portfolio management involves not only what to buy, but also when to sell. Protect against losses and protecting the gains you have made.  

 Process involves gathering data, establishing financial goals, analyzing information, recommending and implementing investment recommendations, and monitoring performance.  

Click below to see only a few of the many portfolio management reports available.

 

Services 

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Detail information

Stock Market

Real Estate

 

stock market imagine

 

real estate imagine