Apr-17-2010 15:29
Welcome
ZUNIC ADVISORY SERVICES provides you with a high level of investment expertise concentrated on helping you pursue your objectives.
MISSION.
To provide personalized investment management and administrative services to individuals, businesses and institutions.
INVESTMENT MANAGEMENT.
Invest consistent with your established goals and objectives to maximize return consistent with risk parameters. Provide access to all equity sectors and other areas of investment, such as real estate, to provide for strong performance with limited volatility.
TAX PREPARATION.
- Full service tax return preparation for individuals, businesses, and non-profits. Tax planning services available
ADMINISTRATIVE.
- Reports - regular statements and investment reviews, customizable to your specific needs.
- Internet Access – of current holdings, transactions, and even current and prior monthly statements to simplify internal financial reporting without waiting for the mail.
- Principal Contributions and Income Distributions - Our custodians will receive all contributions and make distributions as directed by you.
- Overall Service - accessible, responsive, and flexible.
- Consulting Services - available to meet your company's needs.
INVESTMENT PERFORMANCE MEASUREMENT.
A quarterly update is provided to reflect performance compared to appropriate benchmarks. All reports are customized to your needs.
GIFT PLANNING.
Full service assistance with planning and acquiring philanthropic gifts. You can reach our charitable services group at our Foundation, Philanthropic Endeavors Foundation at http://www.philanthropicendeavors.org
Feel free to reach us Toll Free @ 1-888-764-8992 or via email jzunic@zunicadvisory.com for more information.