Dear Prospective Client,

Thank you for visiting 21st CENTURY EQUITY ADVISORS CORPORATION, a business built on trust, communication and respect for its clients. Many investors view the money-management process as a stress-filled task. I am committed to relieving this burden of stress from the shoulders of my clients so they can go about living their lives to the fullest. I draw on more than 35 years of professional experience including 13 years as a practicing CPA, and subsequent careers in commercial real estate and business brokerage, and in performing business appraisals, before founding 21ST CENTURY in 1999.

21ST CENTURY is a fee-based investment management firm that derives its revenues from portfolio management services. 21ST CENTURY is affiliated with Fidelity Investments’ “Institutional Wealth Services Group”, dedicated to servicing clients of independent advisors such as 21STCENTURY. 21ST CENTURY does not earn commissions from the sale of any financial product.

Investment strategies include a heavy emphasis on the principle of compounding – the process of generating high levels of cash returns through dividends and call writing programs, and then reinvesting those returns.

I invite you to peruse my website and gain an understanding of my approach to the money-management business. I look forward to the opportunity to be of service to you.


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