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The Greater New Milford Chamber of Commerce - Investments
Registered Investment Advisor (RIA). Fee only Investment Advisory Services. Firm packages actively managed mutual funds (no load) with traditional low cost index funds and exchange traded funds (ETF's) to form a well diversified client portfolio - constantly measuring rish versus rate of return on investment. All mutual funds purchased are no load (no commission) or NTF (no transaction fee) funds. ETF's (exchanged traded funds) are employed extensively to meet client financial goals & objectives. Heavy emphasis on "asset allocation", "asset class" investing and modern portfolio theory as developed by Harry Markowitz. Firm uses well known brokerage services to custody client assets.

11 Railroad Street, New Milford, CT 06776
Tel. (860) 354-6080 ~ Fax. (860) 354-8526
nmcc@newmilford-chamber.com
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