PRIVATE CLIENT GROUP

MJ Whitman’s Private Client Group utilizes a variety of investment strategies to manage assets for high net worth individuals, as well as for institutional clients. Having access to MJ Whitman’s unique research capabilities, clients benefit not only from MJ Whitman’s expertise in identifying quality undervalued equity and fixed income securities, but also from our knowledge of more esoteric investments such as private obligations and distressed securities. The Private Client Group’s goal is to tailor a portfolio to the individual by working closely with each client. We utilize the numerous areas of expertise offered by MJ Whitman to find the optimal mix of investments which properly reflects the investors financial requirements and parameters.

MJ Whitman also offers a variety of retirement products for both individuals and institutions, including IRA’s, Simple IRA's, Roth IRA’s, Education IRA’s, Money Purchase Plans and Profit Sharing Plans.