1 Baltic Place, Suite 201D
Croton on Hudson, NY 10520

Investment Philosophy

Karagosian Financial Services generates its own independent research. Underpinned by over 65 years of combined investment experience and expertise across various industries, our portfolio managers and advisors focus on examining business fundamentals, financials, management teams, as well as performing channel checks. KFS uses a proprietary screening method to find undervalued securities, incorporating quantitative and qualitative analysis. We also incorporate micro and macro economic analysis to find appropriate sectors for our clients to invest.

Representatives are registered through, and securities are sold through Nationwide Planning Associates, Member FINRA/SIPC, located at 115 West Century Road, Suite 360, Paramus, NJ 07652. Investment advisory services are offered through Karagosian Financial Services. Insurance sold through licensed Nationwide Planning Associates Insurance Agency, Inc. Nationwide Planning Associates and Karagosian Financial Services are non-affiliated entities.


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