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CUSTOM TAILORED INVESTMENT SOLUTIONS

OUR SERVICES

Muntz Financial investment solutions start with a diversified “core” portfolio that meets your risk and reward goals. We have six versions of the core portfolio. Each vary in composition to achieve optimal risk/return characteristics.













When a client has a special need, Muntz Financial has the flexibility to customize up to 20% of a portfolio to achieve secondary goals for our clients. Our customizations are meant to do one of the following:
º Increase income/yield;
º Provide hedge or inflation protection;
º Increase total return via growth or stock options.

If you want help meeting return goals or want to avoid unnecessary market risk contact us today.