For over 50 years, Romano Wealth Management has provided investment management services to our valued clients, supervising over $1 Billion in assets.
We’ve been investing your money—like our money—since 1962. Nothing hones one’s investment acumen like having your own money on the line, so that’s why we’re co-invested with you. Because the most attractive investment opportunities are rare, when one arises we use it across our client spectrum–and in our own profit sharing and personal accounts as well. Simply put, we seek ideas for our clients that we’d use—and do use—in our own portfolios.
Romano Wealth Management serves individuals, corporations, foundations, and trusts with investments in common stocks, tax exempt bonds, government securities, corporate bonds, and exchange traded funds (ETFs).
We seek securities that, in our opinion, represent outstanding values based on assets, sales and earnings growth trends, and cash payouts in relation to price.
We believe in purchasing fairly valued securities and holding them for long-term growth. We do not employ so-called “market timing” strategies but instead sell stocks when analysis suggests that a company’s outlook is not consistent with its current price.
We rarely use stock options, index options, futures or any other “high-risk” derivatives.
We do not recommend securities merely for industry representation or a company’s “good name.” Each security must stand on its own justifiable merits.
