Muntz Financial is a registered investment advisor founded by David M. Muntz in December 2007, located in Doylestown, Pennsylvania. Muntz Financial manages investment portfolios on an ongoing basis for individuals, trusts, estates, retirement plans, corporations, and private funds. The firm tailors its advice to each client's specific goals, time horizon, and risk tolerance, incorporating fundamental, technical, cyclical, and charting methods of analysis. Investment strategies include long-term purchases, short-term trading, margin transactions, and option writing. Muntz Financial utilizes a core-satellite investment approach, where the primary concentration of an account is invested in a core portfolio designed to meet specific objectives, while additional positions are incorporated through exchange-traded funds, mutual funds, or individual securities to personalize accounts. The firm also maintains relationships with outside insurance agents to assist clients with insurance and specific business or benefit plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and paid monthly.