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PHILOSOPHY

  • Innovative Financial Answers
  • The “Tailored” Portfolio
  • Goals & Objectives
  • Equity Investment Philosophy
  • Bonds Selection Process

NEWS LETTER

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Goals & Objectives

  • Balanced portfolio

  • Balance conservative growth, income & liquidity

  • Preserve capital

  • Provide steady growth of principle

  • Utilize distinct strategies

    • Stocks – Sustainable long-term growth
    • Bonds – Income and risk reduction
    • Mutual Funds – Diversification

Since 1972, Harold Davidson & Associates, Inc. has counseled individuals, families, companies, charities, and other organizations with a unique approach to investing.

Our Goal: To build long-term partnerships with our clients.

Harold Davidson & Associates, Inc.

1900 Avenue of the Stars
Suite 2400
Los Angeles, CA 90067
E-mail
information@hdainvest.com
Phone
310-553-5551
Fax
310-553-3901
  • Services
  • Investment Counseling
  • Wealth Management
  • Financial Planning
  • Real Property Investments
  • Philosophy

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