This Program Offers
Local Investors Innovative Ways to Invest Their Money Christiana Asset Management, a
participant in the
Smith Barney Professional Alliance Program
Santora CPA Group
formed Christiana Asset Management in 1999 in
order to assist investors seeking to achieve financial security. Christiana Asset
Management is a unique, collaborative program associated with the prominent investment
firm of Smith
Barney, Inc. This professional alliance
provides comprehensive resources to help clients make the right choices to
help meet their current and long-term financial needs.
Together, Smith
Barney's Professional Alliance Program and Christiana Asset Management
deliver the
following combination of skills and experience:
· Investors benefit from Santora
CPA Group's tax and accounting
expertise. Our team is in a unique
position to evaluate the investment
customer's complete financial picture.
We understand the tax implications
that can have a major impact on
investment plans and can advise our clients
on reducing taxation.
· Christiana Asset Management investors gain access to the personal
attention of a highly qualified Smith
Barney Financial Consultant
as well as
the extensive resources of the
Smith
Barney organization. This includes services and resources in
investment management consulting such as:
· Identification of personal financial goals
· Discussion of risk tolerance
and ideal place on the risk reward curve
· Review of major investment
options
· Educational materials and
diagnostic tools that can help make critical  
 investment decisions
· Guidance on the fundamental
requirements for long-term investing
"We view the Smith Barney
Professional Alliance program as an excellent opportunity to provide each client with
an innovative approach to achieving important goals such as college education, a new home, a
secure and comfortable retirement - and above all, financial security," says Bill
Santora, senior partner
at Santora CPA Group." "Given the mix of resources the Smith
Barney Professional Alliance
program brings to the investment process, we believe it
will provide our clients with the expertise and, most importantly, the confidence to help
them manage and grow their assets over the years. This affiliation with Smith
Barney represents a seamless extension of the client services Santora CPA Group
has provided to the tri-state community for more than 20 years."
If you would like to learn more or
arrange for a complimentary consultation,
please call us at 302-737-6200 or toll free at 800-347-0116 to explore
Christiana
Asset Management in greater detail.
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