Investment Management

Every investor has unique needs and circumstances, and therefore every investor requires customized and creative investment management strategies.  Through the Discovery process we work together with you to gain a thorough understanding of your goals, timeframe, risk tolerance, and financial situation.  Once we have a deep understanding of these items we can then work with you to produce a creative and customized investment management strategy for you, making sure that it is coordinated with your overall financial plan.  Some of the strategies and vehicles available from our partners that may be recommended and utilized include:

  • Brokerage and Investment Accounts
  • Individual Retirement Accounts (IRAs)
  • Roth Retirement Accounts
  • Qualified Retirement Plans including 401(k) plans, SIMPLE IRAs, and 403(b) Plans.
  • Professionally Managed Accounts
  • Mutual Funds
  • Annuities
  • Structured Products
  • College Savings Plans

Once we have created the strategy the next step is Implementation, where we put the investment management strategy into action.  The final, and most important, step in our investment management process is to Monitor and Adjust your portfolio as needed. Our services don’t end once the investments are made.  For the life of our relationship we will continually monitor your portfolio and recommend changes in seeking to make sure that it is on track to meet your short-term and long-term financial needs.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (207) 873-7654