Beginning in 2006, we have 1) consulted with individual clients, and 2) small groups; as well as 3) presenting public presentations in the creation of  personalized investment portfolios.  While attentive both to the conventions of fundamental and technical analysis, Accord has dramatically increased both clients’ personal involvement in portfolio management as well as portfolio rates of return.

How? By paying attention first to clients’ life stories and their relationship to different dimensions of corporate “stories” underlying equity issues. Next, by the thorough study of equity issues in relation to the ups and downs of market activity. Accord’s psychological approach to stock market activity links both behavioral finance and dynamic psychology in relation to the generation of better than average market returns.

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Investment Consultation: Creating Innovative Portfolios That Produce


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