Mancuso Team. Portland, Oregon
Our group of advisors represent over 50 years of collective experience in the financial services industry. Our investment approach includes identifying contrarian opportunities with a dynamic, active methodology and a proactive market strategy. We place particular emphasis on current income and protection of principal – providing our clients with creative and unique financial solutions specific to their goals and objectives.
Our group takes great pride in providing unmatched customer service and client support. As a full-service Broker-Dealer and Registered Investment Advisor, NBC Securities offers a non-proprietary platform and access to a wide variety of products and services providing our clients with a spectrum of options.
Our mission is to put clients’ needs and interests first, and to build a reputation for fostering multi-generational relationships.
Understanding that our role is to act as the manager of our clients’ financial assets, we apply resources and strategies that we believe will advance our clients’ objectives. Our team approach combines our individual strengths to provide our clients with the depth of resources and breadth of services required in today’s uncertain and volatile investment environment.
Areas of Focus
Our practice offers its clients investment options to help guide them through the investment process utilizing a variety of products and services including:
- Current Income Preservation
- Protection of Principal
- Structured Product Options
- Equity Syndicate – Initial and Secondary Public Offerings
- Mutual Funds
- Unit Investment Trusts
- Stock and Bonds
- Life Insurance
- Financial Planning
- Retirement Planning