Wax Asset Management LLC

Wax Asset Management offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Wax Asset Management creates an Investment Policy Statement for each client, which outlines the client’s current situation and constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Wax Asset Management limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, and government securities.