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We consistently assess our investment allocations to ensure they yield the optimal returns. This involves ongoing evaluation of each investment's compatibility with our portfolio objectives. As a result, we've divested several assets due to risk misalignment. Concurrently, we remain vigilant in assessing new purchase opportunities. Moreover, thorough analysis of capital gains and depreciation recapture is integral to our decision-making process.

PLEASE CALL OR EMAIL:

Reach out:

Doug Jones, CFA, FRM

Principal / Partner / Manager

 

Doug@JonesAlanInvestments.com

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914.815.3289

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