Bay Fortune Investors' (BFI) mission is to successfully navigate the changing waters of global investment opportunities.
BFI utilizes over thirty years of professional investment experience, in smooth markets and in some very rough times, by seeking extramarket returns on capital, while attempting to control risk exposure based upon each client's unique risk tolerance profile.
(Please move the mouse over the underlined terms for their definition)
 


Click on picture to e-mail
Richard M. Salomon

Richard M. Salomon, CFA
Registered Investment Advisor

Managing Director

Bay Fortune Investors
132 Lake Shore Road
Boston, MA 02135-6321
Tel: 617-202-5225 Fax: Restricted
Mobile: 508-259-7897

salomon@bayfortune.com

  

Richard Salomon, CFA, is an RIA with over thirty years of portfolio management and investment research experience.
Richard has managed both active and passive securities portfolios over the course of his professional career.

Risk Control
    tailored risk assessment
    appropriate exposure to risk
    stage of life portfolio changes
Asset Preservation
    portfolio hedging
    conservative use of options and futures strategies
    macroeconomic sector positioning
Capital Growth
    strategic asset allocation
    covariance measuring algorithm
    database linked information sources
Estate Planning
    for your retirement security
    use of multigenerational investment strategies
    tax bills/legislation analysis
Exceptional Personalized Service
    accessibility
    personal, focused attentiveness
    proactive investment advice

 


 

Created and Developed by DCLH, Inc.