A Well-Thought-Out Investment Strategy
that Makes Money for You...

enneth J. Gerbino & Company has designed the Specialty Equity Account to provide income and growth plus a good degree of safety — a good theme for your serious money. We invest the equity portion of your portfolio in fundamentally strong and expanding companies that are selling at a price that reflects, in our opinion, exceptional value. We identify companies that possess special elements of growth  and we invest in interest bearing securities and bonds …. This combination has the potential for consistent performance despite variable cycles in the economy and markets.

For the Conservative Investor: In our Special Equity Account we seek to provide you with consistent, above average total returns in all economic and market cycles. In pursuing this objective we feel a strong responsibility to moderate risk so as to preserve capital, as we realize that the key to making money is to not lose it.

How We Invest Your Money Safely for Maximum Return...

Our investment criteria help us select companies that have above average growth potential, good balance sheet characteristics, and other characteristics that define opportunity. We want stocks with good value and good growth. We derive the interest portion of your total return from corporate and government bonds, convertible bonds and preferred stocks, and dividend-paying common stocks according to our analysis of interest rates, and economic and market trends.

The Goal is Consistent, Above Average Returns...

Through a conservative, pragmatic investment mix, our Special Equity Account seeks to provide you with consistent, above average total returns. We seek to give you returns from interest and dividends plus a return from capital appreciation.

The Advantage of Natural Resources...

A portion of your portfolio at this time will be invested in natural resource companies dealing with such essentials as copper, oil, natural gas, gold, and silver. We feel natural resources are a good investment. World population growth and industrialization will cause continually increasing demands for resources. Due to the economic growth in Asia and newly developing countries, resources will be in high demand in the coming decades. China is now the largest consumer in the world of copper, zinc, lead, aluminum and soon nickel. A possible multi-decade demand increase is developing in resources that has never been experienced before. Resource companies also give you a long-term hedge against moderate or high inflation rates that usually take hold after numerous interest rate cuts by the Federal Reserve.

Conservative and Safe Investment of Your Nest Egg or Retirement Funds...

The Special Equity Account is at the conservative end of our investment spectrum. This is an account for your serious money, your "nest egg," or your retirement funds. These funds should outpace inflation, be diversified, and have a balance between steady income and growth.

The Smart Solution for Today's Investment Climate...

Through a unique investment mix, the Account pursues an investment strategy that seeks to give you a good return in sideways or up markets, as well as protect and cushion you in a down market.

A Safe Harbor in Foreseeable Economic Environments...

We seek to identify fundamentally sound investments that should provide a safe harbor in foreseeable economic environments. Your portfolio will include a mix of companies including those with steady dividend growth and companies with the ability to grow and increase shareholder value in good times or bad.

Who Should Open a Special Equity Account?

If you are a conservative investor, this account should fit your needs. You may schedule withdrawals from this account monthy or quarterly, according to your wishes.