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Investment Management Philosophy:


We look upon our obligation to manage your money as the most serious responsibility that exists.

The Wall Street Money Management Group, Inc., created by its founder, Peter Bruno, follows a unique investment timing model, which employs strategies and disciplines involved with personalized money management. The Wall Street Money Management Group, Inc., is an investment adviser registered with the U.S. Securities and Exchange Commission and other state securities commissions. The Wall Street Money Management Group manages money on a discretionary basis for individuals, institutions, trusts, pension and retirement plans. Deposits are made into an account established in the investor’s name and over which the investor maintains full control - including the right to withdraw funds at any time.

We are dedicated to providing our clients with the utmost in satisfaction and service. This means that at all times you have the full support of competent, experienced investment professionals who understand your needs.

The preservation of account capital is regarded as the primary fiduciary responsibility of the Wall Street Money Management Group and we are committed to you for nothing less.


The Treasury Income Plus (TIP) Portfolio:

This portfolio was created for clients desiring the concept of U.S. Treasury investments when our Timing Model is on a Buy Signal but wishing to have their investment capital working for them at other times. This account combines the objectives of our Dividend Accumulation Income Account with our U.S. Treasury capital preservation strategy.


The Treasury Accelerator Account:

This portfolio is designed to take advantage of U.S. Treasury investment markets during times of both rising interest rates and declining interest rates. When interest rates are declining, this account uses our traditional U.S. Treasury capital preservation strategy. When interest rates are rising, which is negative for fixed income investments, this account will switch portfolios into rising rate bond fund investments. These investments which move up in price as interest rates move up are made available by the very popular ProFunds and Rydex Fund Family of Funds.

The objective of this portfolio is to accelerate investment returns by capturing price appreciation in both rising and declining interest rate markets offered by switching between these two investment vehicles. At times of non-direction in interest rates, monies will be temporarily parked in the safety of Money Market Funds or cash equivalent investments.


Dividend Accumulation Capture Program:

This account is designed to invest only in dividend paying securities which are identified by the use of our unique cycle analysis, to be able to increase in price after their ex-dividend and payment record dates. The objective of this account is to achieve its income growth through the capture and accumulation of dividends. At times, in anticipation of dividends about to be paid in some securities, these investments increase in enough value prior to the dividend date where sales may be made capturing just the price appreciation.


Conservative Monthly Income Account:

Designed to maximize return with a minimum of risk and invests primarily in dividend paying securities. Capital preservation, combined with low risk, and prudent growth is our goal. This account is for the conservative investor who requires the assurance of a portfolio designed to generate a fixed stream of monthly and annual income.



 

The Wall Street Money Center
Boca Raton Corporate Office:
2385 Executive Center Drive, Suite 100
Boca Raton, Florida 33431
561-962-2850
Fax: 561-989-8569
Toll Free 1-800-W-MANAGE (1-800) 962-6243