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About: Stephen Ostrofsky

For over 36 years, I've been involved professionally with the financial services industry in many capacities. With my client's best interest in mind, I have dedicated myself to investor advocacy and financial education in pursuit of their True North.

Recent Posts by Stephen Ostrofsky

Investment Selection Styles: Portfolio Construction Implications

Investment Selection Styles: Portfolio Construction Implications
Investment Selection Styles: Portfolio Construction Implications Classic equity portfolio management of mutual funds, insurance product subaccounts and separately managed accounts predominately utilize either a growth or value style investment selection process, or a blend of the two investment styles.  This discussion of equity investment selection styles relates only to the portion of a portfolio which…
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Multi-Cap Investment Strategies Provide Benefits to Investors In The Long Run

Multi-Cap Investment Strategies Provide Benefits to Investors In The Long Run
Academic research suggests that investors can realize greater investment returns over multiple business cycles when they allocate a portion of the investment portfolios in small and mid cap sized companies. Many investors place too great an emphasis on large cap stocks for their asset allocation models. By so doing, investors miss a significant portion of…
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Robo Advisors: Computer Advice Versus Personalized Advice

Robo Advisors: Computer Advice Versus Personalized Advice
Are financial planning and investment advisory services the latest profession to fall prey to computer automation, as is in the case of Robo Advisors?  Robo Advisors like Betterment, WealthFront, Jemstep, WiseBanyan, Blooom and Motif, all claim to do more for less through a process of self diagnosis utilizing a battery of financial questions that you…
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Boca Raton Financial Planner Explains Wealth Transfer Techniques

Boca Raton Financial Planner Explains Wealth Transfer Techniques
Boca Raton Certified Financial Planner® Professional, Stephen Ostrofsky of True North Financial Advisors explains how particular estate planning techniques transfer wealth. The transfer of one’s wealth is a both a selfless and selfish act. Perhaps like no other, being our final act. The wealth we transfer to our heirs can be simple or complex in…
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