Management of: 

1. -Individual and Joint investment accounts
   

2. -Uniform Gift to Minors (UGMA) accounts
   

3. -College Savings Plans (529)
   

4. -Pension and profit-sharing plans
   

5. -Trusts
   

6. -Individual 401Ks
   

7. -IRAs
   

8. -SEP
   

9. -Simple
   

10. -Roth
    

11. -Rollovers
    

12. -Deductible
    

13. -Non-deductible
    

Monthly or Quarterly statements:
A personalized statement is sent monthly or quarterly which details the values of the assets under management and summarizes purchases and sales. A detailed schedule of gains and losses is also provided for tax purposes. Performance is tracked at all times.

Researched Information:
The Stock Management LLC will research and provide an analysis of any particular stocks as requested by clients.

Small Accounts are welcome.