Professionally managed investment portfolios consisting of stocks, bonds, mutual funds, exchange traded funds (ETF’s), REIT’s, CD’s or cash. Our client base includes individuals, businesses, retirement plans, IRA’s, not-for-profits and trust clients.
This service is offered on a discretionary or client approved basis. As objective investment advisors, we have access to all investment products in the marketplace (open architecture) and working with our independent national research professionals and advisors, we develop tailored portfolios to meet the specific needs of each client.
Personalized portfolio objectives are developed based on a client’s:
- Risk Tolerance
- Income Tax Planning Issues
- Investment Time Horizon
- Return Expectations
- Retirement Planning Goals
- Estate Planning Considerations
- Income Needs
- Senior Life Care Planning
We then develop an asset allocation strategy based on your objectives and can utilize different investment styles and asset classes such as, individual securities, mutual funds and ETF’s. With access to thousands of mutual funds, our focus is on specific high quality best in class funds, not mutual fund families.
*Some Trust, Investment or Retirement financial solutions, products or services are not insured by the FDIC or any Federal Government Agency. These are not deposits or other obligations of the institution; these may go down in value and are not guaranteed by the institution. These services may be subject to investment risks, including the possible loss of the principal invested. Always consult your tax, legal and/or professional advisor(s) for guidance on your particular financial situation.