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
We are particularly noted for our ability in selecting and communicating the appropriate investment strategy for each client.
TimeCapital® employs a diversified approach to investment allocation. A strong emphasis is placed on the principle of reducing and managing risk through the use of a broad diversification of assets.
When appropriate, we facilitate access to outstanding investment managers. A key to investment success is proper portfolio construction in which multiple asset classes, multiple style allocations and multiple specialist money managers are properly employed and balanced.
Our in-house capabilities working in conjunction with a select group of financial consultants and money-managers provide a firm foundation to guide investors to prudent investment goals. These relationships, developed over many years and market cycles, allow TimeCapital® Securities Corporation to bring highly specialized investment expertise directly to client portfolio management.
Contact Information
TimeCapital®
One Roosevelt Avenue
Port Jefferson Station, NY 11776
Phone: (631) 331-1400
Background
Founded in 1974 by its current managing directors, TimeCapital® is comprised of two major entities:
- TimeCapital® Securities Corporation
- TimeCapital® Investor Advisory Services, Inc.
TimeCapital® Securities Corporation has been a member of the Boston Stock Exchange (BSE) and the Financial Industry Regulatory Authority (FINRA) as well as the Securities Investor Protection Corporation (SIPC) since 1974.
As a securities broker-dealer, TimeCapital® Securities Corporation executes orders for retail customers and financial institutions. Each of TimeCapital® Securities Corporation's accounts is insured by the Securities Investor Protection Corporation (SIPC).
TimeCapital® is also active in setting up and managing 403B and 401K plans for the public and private sectors.