Investment Advisory in Ridgewood, NJ

There are 3 ways to put your money to work.

Investment Advisory Saver


Put money in savings. Has very little risk. With little risk your money earns very little interest.

Investment Advisory Lender

When you buy a bond you are lending that money and in return you receive interest payments. This is slightly more risky than a saver and much less risky than being an owner.

Investment Advisory Owner


Owner meaning an equity investor, you own a percent of a company. This has more risk than a lender because it offers the potential for the greatest reward.

Our investment philosophy encourages you to be an equity oriented investors. The Vaughan Asset Allocation Investment Program invests in various asset class securities, commonly using Exchange Traded Funds (ETFs) and mutual funds that we believe are reasonably priced. A significant part of Our Investment Advisory Service to you, and your family, is to encourage you to invest as large a portion of your assets in equities as you can tolerate.

It is important to note that our professionally managed portfolios are a tool to help reach our client’s financial goals. Our greatest tool to help reach your financial goals is our advice. Our Service to you, and your family, is to encourage you to maintain your investments in equities during market downturns.

Only by maintaining your investment during market downturns can you realize the long-term rewards as investing as an owner.

Contact us if you have questions about investment advising services. We proudly serve clients in Ridgewood, Bergen County, and throughout the greater Northern NJ area.