Spivak Asset Management, LLC

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Template --> Spivak Asset Management, LLC --> Approach Customized Customized investment solutions for a select group of high net worth individuals Unbiased and Diversified Unbiased, diversified strategies investing in low cost asset classes to help Maximize Returns Easy To Understand Easy to understand account statements and quarterly reports Simplified Consolidation of brokerage accounts to simplify client's money management Investment Philosophy As an independent fee-only advisor, Spivak Asset Management, LLC always puts the interest of the client first. After evaluating each client's investment goals and assessing their risk tolerance, a personalized portfolio is designed. The disciplined wealth management plan allows clients to reach their own specific goals. --> As an independent fee-only advisor, Spivak Asset Management, LLC always puts the interest of the client first. After evaluating each client's investment goals and assessing their risk tolerance, a personalized portfolio is designed. The disciplined wealth management plan allows clients to reach their own specific goals. The money management model is not based on speculation but on the science of capital markets. The technique is formulated from both academic research and real financial market experience. The analysis results in a diversified portfolio of low cost asset classes that help maximize returns. Asset location optimizes returns in the most tax efficient manner. The investment approach provides a comfort

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