Dan Jacobson, Cfp® Email & Phone Number

Gabriel Capital, LLC is a "fee-only" registered investment adviser. Fee-only means no commissions or sales charges. Gabriel Capital earns a negotiated percentage of the account managed. If engaged for financial planning services, an hourly rate is agreed upon in advance of services. Financial plan rates may be discounted in part or in full for some asset management clients.Client accounts are held at quality discount brokerage firms. Gabriel Capital is able to manage portfolios through secure, dedicated electronic portals providing access to trade and manage client accounts. Before this, I worked as a stockbroker for large broker/dealer firms for nine years. All client portfolios are held at the institutional arm of major national discount brokerage firms. The goal is to create a customized investment portfolio and financial plan, for each client, based on their specific goals. Portfolio's are crafted and unique to each client. Portfolio building materials include stocks, bonds, mutual funds, exchanged traded funds and options.Specialties: Gabriel Capital employs time tested technical tools, sentiment readings and fundamental measurements to manage portfolio return and risk.