Friedenthal Financial

Friedenthal Financial is a small investment management firm based in Marlton, New Jersey. With three employees, the company generates around $2.5 million in annual revenue. Friedenthal Financial specializes in creating customized investment portfolios tailored to individual client needs. The firm focuses on understanding each client's unique circumstances, including their age, retirement goals, financial needs, tax situation, and risk tolerance. Utilizing this information, Friedenthal Financial designs diversified portfolios encompassing a range of asset classes such as equities, fixed income, and commodities. The investment selection process incorporates macroeconomic perspectives and mathematical optimization techniques to ensure efficient portfolio construction. A key differentiator for Friedenthal Financial is its commitment to transparency and client accessibility. Clients receive independent account statements and transaction confirmations directly from their custodian, Charles Schwab, ensuring complete visibility into their investments. The firm also emphasizes flexibility, allowing clients to access their funds without any waiting period. Friedenthal Financial can be reached through their website at friedenthalfinancial.com or their blog at http://FriedenthalFinancial.wordpress.com.