Friedenthal Financial, Llc
Friedenthal Financial is an investment management firm designed to address the challenges plaguing so many investors in recent years. Our business philosophy places great emphasis on ascertaining the right level of risk for each client and providing him/her with the utmost transparency and flexibility. We believe our clients should know exactly what they own at all times and have access to their money without any waiting period. We also recognize the importance of procedural safeguards. As such, our clients receive independent account statements and transaction confirmations directly from their account custodian, Charles Schwab. It is very important that we work with clients to design the right custom portfolio for their needs, keeping in mind age, retirement horizon, capital needs, tax status, and risk tolerance. We create efficient and truly diversified portfolios, using asset allocation across a variety of equity, fixed income, and commodity sectors. Investment selection incorporates macroeconomic expectations as well as mathematical optimization. Check out our Blog! http://FriedenthalFinancial.wordpress.com The primary purpose of this Linkedin page is to provide a very brief description of Friedenthal Financial along with links to our website and our blog. We are not rendering or offering to render personalized investment advice or financial planning advice through this Linkedin page or any of its attached links. Friedenthal Financial will render investment advice to potential clients only after:(i) we have delivered a disclosure statement to the potential client as required under applicable securities laws, and (ii) the potential client has executed and delivered Friedenthal Financial’s investment advisory contract to us. We will provide investment advisory services to clients only in states in which Friedenthal Financial is registered as an investment adviser or is exempt from registration.
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- CS
Claudia Saia
Director of Operations and Client Services · General Business & Management
EmailPhone - SS
Soumyadeep Sinha
Jr Portfolio Manager · Finance & Accounting
EmailPhone - JG
Jack Goodman
Client Relationship Manager · Other
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Top roles at Friedenthal Financial, Llc
3 distinct titles indexed · top 3 shown.
- 2jr portfolio manager
- 1client relationship manager
- 1director of operations and client services
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