Our Approach
It All Begins – And Ends – With You
At Finkelberg Investments, we think of clients as part of our extended family. We take the responsibility and trust of investing your wealth very seriously. You need to feel comfortable with us, and quite frankly, we need to feel comfortable with you.
We take a disciplined, long-term investment approach and plan to work for you, and with you, for many years.
High Ethical Standards and Hands-On Money Management
What can you expect from us? Honesty and integrity.
Arty Finkelberg has nearly 40 years of experience in the investment industry and achieved the Chartered Financial Analyst® designation, one of the highest distinctions in the investment management profession. This designation requires years of dedicated study and its members are bound by the highest ethical standards. That is important when you are entrusting someone with your life savings.
But Finkelberg Investments is not a one-man operation, but a four-member team with more than 75 years of experience. Their professional designation and education include two CFA® charterholders, two Certified Financial Planner™ professionals and two MBAs.
Your portfolio will be selected and managed by Finkelberg Investments based on a strict set of criteria. We are a hands-on money manager. And we invest our own money just as we invest yours. No different. That should tell you how strongly we feel.
You Worked Hard, We Pledge to Work Hard
You worked hard to build wealth and we pledge to work hard for you and your money. We are passionate about our work in helping you reach your financial goals.
We want to free you from being concerned about your investments. And we will tell you what you need to know rather than what you want to hear. We strive to provide exceptional service. You can expect regular proactive updates from our team regarding your investments and retirement plan.
And when you need to talk, one of our Finkelberg Investments team members will be happy to speak to you.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
