Engleson & Associates

Engleson & Associates, Inc. is a SEC-registered investment adviser established in 1996, located in New York. The firm offers investment supervisory services and individual portfolio management on a discretionary or non-discretionary basis. They manage approximately $102,389,997 in client assets. Fees for portfolio management services range from 0.75% to 3%, with negotiability on a client-by-client basis. Consulting services are offered at hourly rates ranging from $100 to $500 or on a fixed fee basis. The firm uses methods such as charting, fundamental analysis, technical analysis, cyclical analysis, and asset allocation in formulating investment advice. Investment strategies include long-term purchases, short-term purchases, trading, and short sales. Engleson & Associates, Inc. does not charge performance-based fees. The firm serves individuals, high net worth individuals, charitable organizations, and corporations. They do not vote client securities and do not provide proxy voting services. Clients have discretion over their investments and are responsible for directing proxies. The firm does not require prepayment of fees exceeding $1,200 or have financial conditions impairing its obligations.