We build portfolios one investment at a time to incorporate our client’s objectives, tolerance for risk, income needs, liquidity requirements, tax considerations, and other specific goals that may govern how the portfolio is to be managed. We strive to identify long-term investment themes which we believe is key to long-term success, while in the short run seeking consistency in the year-over-year rate of return. As a result, Garden State Trust’s investment approach is highly customized to the needs of each client.
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1390 Route 22 West, Suite 101 • Lebanon, NJ 08833
1886 Hinds Road, Suite 2 • Toms River, NJ 08753
1236 Brace Road • Cherry Hill, NJ 08034
2021 New Road • Suite 9 • Linwood, NJ 08221