Investment Management Is your portfolio performing as well as it could or should? Are you taking too much risk, exposing yourself to excessive volatility? Or are you being too conservative, given your financial goals? In developing a portfolio for you, we carefully listen to what you say your money needs to do for you, and we try to understand your level of risk tolerance. Given that information, we develop and implement an asset allocation plan structured to help you achieve your goals on time. Once implemented, your investment program is regularly reviewed, monitored and updated where needed.*

24 Greenway Plaza  Suite 525
Houston, TX 77046
Tel: (713) 626-7474
Fax: (713) 626-7476
Email: mlf@mlffinancial.com

*Asset allocation does not guarantee against loss. It is a method used to help manage investment risk

Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC.
 Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor.
McNeil, Levy & Friedman, L.P. is an affiliate of National Financial Partners Corp., the parent company of NFP Securities, Inc.
NFP Securities, Inc Does not provide legal tax advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site area available in every state and through every representative or advisor listed. For additional information, Please contact NFP Securities, Inc. Compliance Department at 512-697-6000