Why Hennion & Walsh for Portfolio Management

If you need help with your investments, we at Hennion & Walsh invite you to consider us to manage your portfolio. Not only do we deliver truly personalized service by assigning a dedicated customer service specialist to you when you become a client, but we believe our target-risk approach is one of the most innovative investment strategies available to today’s individual investors. Unlike other firms, we assess the specific risk tolerance you are comfortable with and build a portfolio that we believe will have the highest return potential for your targeted risk level. This means less sleepless nights and more peace of mind for you, as well as a better chance to reach your investment goals. Plus, because our portfolio management service fees are based on the amount of your money in the program, your interests are perfectly aligned with ours at all times.

With Hennion & Walsh’s portfolio management service you’ll receive:

1) A disciplined investment approach.
2) A diversified growth solution tailor-fit to your unique needs and comfort with risk.
3) Continuous portfolio oversight and strategic re-balancing.
4) No commissions, trading expenses, or brokerage costs. Instead, you will pay us a completely transparent annual fee based on the amount of money you entrust us with.

We invite you to learn more about the Highlights and Investment Process of our portfolio management service by clicking on dropdown links above.

Diversification does not insure profit or protect against loss in a declining market.