In today’s economy, deciding who to entrust to assist you in investing your assets is no easy task. Market volatility and the range of investment choices and approaches can leave even sophisticated investors uneasy.
At SDBL we understand that apprehension. That’s why we developed a fee-based investment program designed to help investors reduce their overall risk while pursuing their long-term financial goals. It’s called Global Plus—our asset allocation program using no-load mutual funds along with exchange traded funds and individual securities.
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Regulatory & Disclosure Information:
Spielberger, Dampf, Brill and Levine, LLC. and Steven Brill Advisors, Inc. are Registered Investment Advisor firms, registered with the Securities and Exchange Commission. We provide fee-based investment management and personal financial planning advice primarily to high net worth individuals, retirement plans, and trusts. Our principal place of business is 500 North Broadway, Suite 223, Jericho, NY 11753 and we maintain offices for client meetings at 300 Park Avenue, 17th Floor, New York City and in White Plains, NY and Boca Raton, Florida.
The information in this web site is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting, or specific advice for your situation. This site is not deemed to be a solicitation for advisory services in any other state in which Spielberger, Dampf, Brill & Levine LLC or Steven Brill Advisors, Inc. is not registered or is exempt from registering. Individual RIA firms are neither approved nor recommended by the SEC.
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