Damiani Gerard M is a unique legal and financial advisory firm that combines expertise in law with sophisticated investment management services, offering clients a holistic approach to protecting and growing their assets. The firm stands out by integrating legal counsel with disciplined investment strategies through its Investors’ Advantage Portfolios (IAP) program, providing comprehensive, unbiased assessments and tailored recommendations.
The firm’s approach is distinguished by its gradual and deliberate investment strategy, avoiding rushed securities purchases and instead focusing on optimal entry points based on continuous market analysis. It specializes in serving high net worth individuals and advisors seeking to compete in that market, with a philosophy centered on personalized portfolio management and risk-aligned objectives. Additional specialized services include a Competition Unit and an Annuity Rescue Service.
Services Offered
- Attorney
- Criminal justice attorney
- Law firm
- Financial advisor
- Personal injury attorney
- Comprehensive portfolio assessment
- Investment recommendations
- Risk profile analysis
- Ongoing portfolio management
- Securities selection
- Competition Unit services
- Annuity Rescue Service
Based in New City, NY, the firm operates as an independent contractor of Money Concepts International, Inc., with all securities offered through Money Concepts Capital Corp, a FINRA/SIPC member, and advisory services provided by Money Concepts Advisory Services, an SEC-registered investment advisor.
