Welcome.
Maintaining balance and direction in attaining investment goals requires experience, personalized attention and the employment of varied and diversified strategies and skills. The creation and management of wealth requires solutions.
With over three decades of experience, TimeCapital® has consistently provided the balance and direction required by each of our clients. At the very heart of the investment management process are the skills of TimeCapital's professionals.
It is through these skills that we develop the creative, personal solutions that respond to each client's unique financial needs, objectives and concerns.
Portfolio Review
Recognizing your busy lifestyle, TimeCapital® will offer on-line Portfolio Review cabability via NetExchange Client. NetExchange offers a secure and convenient vehicle for you to access your brokerage account information 7 days a week, 365 days per year. You will have access to news, quotes, and extensive investment research.
With all of these features at your fingertips, NetExchange serves as a powerful resource for building and maintaining your financial portfolio.
Contact Information
TimeCapital®
One Roosevelt Avenue
Port Jefferson Station, NY 11776
Phone: (631) 331-1400
About TimeCapital
TimeCapital® brings an unprecedented level of personalized service to its investment approach. An appropriate investment strategy is developed for each client based on specific needs, investment goals and tolerance for market risk and fluctuation.
Prior to implementing an individualized plan, we meet with potential clients to determine current portfolio performance, risk exposure and investment objectives. We assist in defining a specific investor profile for each client including:
- Evaluation of risk tolerance
- Forecast of economic and market outlook
- Portfolio structuring including appropriate asset allocation as well as manager and securities selection and
- Initiating a schedule for performance reviews and strategy updates