Ticker: Tools for the Investment Advisor
“Your High-Rolling Client Asks You To Help Cover Gambling Debts”
January 2001
“Before reallocating, it’s vital to make sure that the client completely understands the risk involved with the new portfolio.”
~Jody Eisenman
Sage Online from multex.com
“The good news is that the loans made to technology companies have not hurt the financial sector too much since investors seem to be paying more attention to interest rates this quarter,” according to Jody Eisenman, CEO of Perrin, Holden, and Davenport Capital Corp., a retail brokerage and investment bank in New York City. “If those rates went up, however, that would hurt. Overall the sector ended the quarter only slightly higher than it did last quarter.”
Investor’s Business Daily
“IBD’s 10 Secrets to Success”
Wednesday, November 15, 2000
“Start living below your means. Live as if you make less money, and you’ll have more money to use, says Nelson Braff, Executive Vice President of Perrin, Holden & Davenport Capital Corps. in New York. Another perk? “You’ll sleep better at night,” he said.”
The Star Ledger
“Businesses Benefit From Venture Capital”
Sunday, January 28, 2001
“But, many investors say, there is a large risk factor involved with funding early stage companies. Investment Banker Jody Eisenman of the New York City-based Perrin, Holden & Davenport Capital Corps., which is in the process of opening an office in Newark, said every business, regardless of size, “needs financing to grow.”
Upsidetoday
“I think the election has already been built into the market,” said Jody Eisenman, chief executive officer of Perrin, Holden, and Davenport Capital. He explained that the market already had risen on Friday and Monday in anticipation of a victory by George W. Bush.
Eisenman instead attributed today’s high-tech decline to profit taken, saying that the Compaq earnings warning was not exactly a surprise.
“I think (Compaq) is just following other computer makers that are being questioned. I don’t think it’s anything that couldn’t have been predicted,” he said.
U.S. News & World Report
“Spend those refund checks”
April 23, 2001
“From my experience, people go out of their way to pay the government,” says Peter Hoffman, a CPA and chief financial officer at New York brokerage Perrin Holden & Davenport Capital.
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Living In Balance Magazine
“Things to Know Before Investing Your Money”
November/December 2001
By Nelson Braff & Jody Eisenman
“As a professional financial advisor, I am repeatedly asked the same questions from family and friends as I am from clients: “With the market the way it is, where should I put my money” and “What stocks do you like?” I would love to have ready answers, but these questions are impossible to answer universally. It would be horribly imprudent for any investment professional to advise an individual without first ascertaining the investor’s short and long term objectives, overall financial situation, risk tolerances, etc. This is minimal: the process is usually even more involved.
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Living In Balance Magazine
“Fundamentals of Investing”
March/April 2001
By Nelson Braff & Jody Eisenman
Each investor has a unique profile and, as such, should rely on a trusted financial advisor to make actual investment decisions. Investing – the very words spurs discussion of financial strategies, get-rich-quick schemes, great wealth and recently, sometimes, even, great losses. What is going on out there, and what should investors be looking for?
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Living In Balance Magazine
“Evaluating Risk & Soliciting a Second Opinion”
September/October 2001
By Nelson Braff & Jody Eisenman
Recently my friend received a phone call from her financial advisor. She currently has about $300,000 invested in her account, down from $450,000. It’s worth noting that her broker/advisor works for one of the largest financial service firms in the United States. The advisor had an interesting proposal for her.
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