To speak with a financial advisor
please call: 212.533.5895

Comprehensive Portfolio Review:

Ideal Asset Management offers a comprehensive review of its clients’ investment portfolios. After reviewing the portfolios, we offer our analysis and recommend changes on a case by case basis.

Customized Investment Portfolio:

Ideal Asset Management customizes investment portfolio based on a client’s age, income, risk tolerance and investment goals. The investment portfolio can consist of varying proportions of stocks, bonds and cash depending on the client’s goals and the relative value of each asset class.