Welcome

As financial goals tend to change throughout a person’s life, the financial planning process should be fluid in order to help clients navigate through the various phases and challenges that they will inevitably encounter.

We work diligently to simplify things for you. As financial professionals, we are here to assist with the many challenges as we aim to save you time and energy when it comes to decision making. This enables you to focus on many other important life goals that are related to family, business, and personal pursuits. Your hopes and dreams matter to us. The best investment strategies in the world can only work if they can meet a clients’ particular objectives and current circumstances. We will also coordinate with your other trusted advisors such as your CPA, and Estate planning Attorney.We have found that a seamless process is very helpful. We speak the language of the industry as we also hold many noteworthy industry designations including the CFP, CHFC, and RAFA credentials. At Bank of America and Merrill Lynch Wealth Management our firm has historically been at the forefront of financial leadership for almost a century. We believe in continuing a great culture of dedicated client service through teamwork and mutual cooperation with your professional network.

At the Betesh Group, our investment philosophy adheres to a disciplined, patient, and time tested strategy. We are highly tactical, yet we do not believe in shortcuts. We avoid short term thinking and trading based upon market timing, as these types of strategies have not historically offered consistent results. Instead, our process is built around investing in secular trends such as growth in technology, innovation, and emerging world demographics. The fundamental principles of owning high quality assets at great prices is what has worked for the greatest investors throughout history. We manage risk with a balanced approach. We believe in easy to understand, transparent, and highly liquid financial instruments. These include, exchange traded funds, individual equities, and fixed income bonds. We constantly leverage the Chief Investment Office, and our world class research teams. We are mindful costs as well as performance. If someone can’t explain something in simple language, we are headed for the hills.

We began by serving business owners, financial professionals,and senior executives throughout the New York City and the Tristate area.

Our practice has now expanded throughout the United States, and we hope for continued growth by serving you diligently.

We welcome the referral of your family members, and friends. We will always strive to do our very best as your faithful advocates.

Sincerely,

Morris I. Betesh and Irving M. Betesh

*Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.