Successful Portfolios is committed to ongoing investment research and diligent portfolio management. That is why we subscribe to the Bloomberg Professional service and regularly train to maximize its usefulness.  Bloomberg delivers investment data, unparalleled in scope and depth, to our desktop in real time.  Bloomberg Professional® provides news, analytics, communications, charts, and other functionality that we use to put knowledge into action.  In addition, “ALPHA”, the Bloomberg Portfolio Analytics and Risk solution, gives us the tools to precisely measure your portfolio against benchmarks, and identify both opportunity and risk.

For a free personal consultation on investment planning please call Successful Portfolios at (727) 744-3614 or click the help button at the top right of this page.