Our Clients:
We offer our services to a wide variety of clientele including:
- Individuals and Families
- People With Lump Sum Rollovers From Retirement Plans
- Retirement Plans
- Businesses
- Charities
- Churches and Ministries
- Trusts
How We Work With Our Clients:
We can help you analyze your financial situation and assist with determining the best course of action for you.
Assess Your Needs
First, we will identify your investment objectives by asking you about your financial goals. We will also explore such issues as your risk tolerance, your tax situation, your investment time horizon, and whether or not you want to take current income from your portfolio.
Establish A Plan
Next, we will help you develop an investment plan designed to achieve your goals.
Implement The Plan
We will be responsible for the day-to-day management of your investment portfolio, choosing individual securities or mutual funds that meet your objectives, and executing trades on your behalf.
Monitor Your Investments
We will watch your portfolio and make adjustments as necessary. In addition to your regular investment account statements, you will also receive periodic updates to tell you how you are doing.
Defining Your Objectives:
The following factors influence the way your investment portfolio is managed:
Risk Tolerance
Risk and return usually go hand in hand. The more you hope to earn, the more risk you must be willing to take.
Time Horizon
How long you plan to leave the money invested will determine your investment strategy. Generally, a long-term strategy is more flexible and may result in more consistent returns.
Income Needs
We will need to know if you plan to draw income from the portfolio.
Tax Situation
We will want to know your tax situation so the tax consequences of transactions can be minimized wherever possible.
Personal Preferences
If you would like to place any restrictions on investments based on your values, such as tobacco, alcohol, or any other concerns, please be sure let us know.