Investment Management
Mezrah Financial has been offering full asset management for the past 25 years. This division is overseen and headed up by Mezrah Financial’ s Managing Partner and President, Lee Mezrah.
We offer a full array of investment options such as:
- Separate Account Money Management
- Mutual Fund and ETF Portfolios
- Access to Proprietary Investment Platforms via M Wealth
- Annuities
- Variable Life Insurance
- 401K/IRA’s
We are very proactive and hands on as it relates to overseeing and managing our clients investment portfolios. As a boutique financial advisory firm our asset management fees and costs are typically much lower that the industry average which over time can add up to substantial savings for our clients.
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In this area, we review all aspects of your financial situation and will either charge you our customary hourly rate for this service, or charge you a flat rate, depending upon the size of the project. Our Fee Only division will act as more of a consultant to you, based on what you are looking for.
Click the button to learn more about our team.