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Home > Financial Services > Stock Brokers > Hall & Romkema Financial Services, Llc.

Hall & Romkema Financial Services, Llc.

Hall & Romkema Financial Services, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

All of the Principals of Hall & Romkema Financial Services are Certified Public Accountants and they bring their risk adverse discipline to their system of portfolio management. All of the Principals of Hall & Romkema Financial Services are Certified Public Accountants, Registered Investment Advisors and Personal Financial Specialists.

The Company has found that long term success from investing includes the following elements, carefully matching the amount of risk to be taken in the investment portfolio with the investor's tolerance for risk. Utilizing a systematic approach to allocating the investment portfolio over selected asset classes. Systematically balance the portfolio at predetermined ranges.

Income taxes can be a drag on portfolio performance and tax planning is a critical element in achieving success. Also critical to investment success is the development of allocation formulas for the distribution of the investment portfolio to the various asset classes and portfolio balancing triggers.

Hall & Romkema Financial Services Company employs an effective asset allocation and balancing strategy that is continuously adjusted as conditions change. Hall & Romkema Financial Services are Registered Investment Advisors in the states of Michigan, Indiana, Florida and North Carolina.

Market Capitalization Multiply the number of common shares outstanding times the current trading price per share to determine the market capitalization.Large Capitalization Stock When the number of outstanding common shares times the trading price per share equals between $300 million and $2 billion. The degree of uncertainty that an investor can handle in regards to a negative change in the value of their portfolio.

Hall & Romkema Financial Services is an independent and privately owned registered investment advisory firm. Hall & Romkema Financial Services primary goal is to attain meaningful investment results for their clients with emphasis on meeting the particular needs and investment goals of each client.

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