Senior Vice President
“95% of brokers have very little idea what goes into tax-free bond investments. We provide higher levels of income with relative safety and the experience of understanding how to structure a portfolio and maintain it.”
Alan Dalewitz has taken his own advice to stick to what you know. With over 40 years in the securities industry, from operations to financing to investments, Alan has a wealth of knowledge. Approaching each investment with an economics and accounting eye, Alan keeps his sights on preserving capital. Diversifying portfolios helps him achieve that goal.
Although “digging into all the details” is a 24-hour-a-day job, nothing satisfies Alan more than searching for the right investment for the right client after he truly understands their goals.
Alan loves the freedom of working at HJ Sims’ smaller, family-run firm where he can respond more quickly to the needs of his 150+ clients. What’s more, his investment advice has come full circle: Alan invests his own money in HJ Sims’ tax-free bonds, truly adhering to what he knows.