Your life and your investments are intertwined. Yet all too often, wealth management firms fail to look at the whole picture. GHP Investment Advisors (GHPIA) is comprehensive. To effectively manage your investment portfolio, we communicate and collaborate with you and your accountant, attorney or other expert professionals about your taxes, estate plans, insurance policies, business, and other important financial issues.
GHPIA is a fiduciary. We are legally obligated to act in your interests and objectively identify the proper investments to suit your needs. We do not receive any commissions for selling financial products or investments, nor do we sell insurance. At GHPIA, we take a disciplined, long-term approach to investing.
GHPIA is a fiduciary. We are legally obligated to act in your interests and objectively identify the proper investments to suit your needs. We do not receive any commissions for selling financial products or investments, nor do we sell insurance. At GHPIA, we take a disciplined, long-term approach to investing.
Services
At GHP Investment Advisors (GHPIA), we believe short-term volatility is difficult, if not impossible, to predict. Market timing and momentum plays are not part of the GHPIA approach. Rather, we seek to understand the long-term relationships between risk and reward. We aim to take only the amount of risk necessary to achieve your goals.
Getting to know you is critical to us. In fact, it's everything to us. It's how we connect. But more importantly, it's how we determine your wealth management plan. Our team approach allows us to service all your financial needs, taking the work off your plate and offering expertise, integrity, and objectivity you can trust.
A financial plan provides a concise and quantitative framework to help you achieve financial security. GHP Investment Advisors, Inc. (GHPIA) was founded on the premise that financial planning, investments, and tax planning should be inextricably linked. Tax efficient investment portfolios are managed according to your custom financial plan.
Once we have created your comprehensive financial plan, we begin our rigorous portfolio management process. We customize a portfolio strategy based on your plan, focusing on long-term returns. Market volatility is hard to predict, so rather than market timing, we use the GHPIA Valuation Benchmark process to determine the relationship between risk and reward.
Your personal financial assistant - relieving you of everyday burdens ranging from basic financial housekeeping to high-level financial issues. Dinner and a show? Not exactly. Think of our Financial Concierge as your personal financial assistant - relieving you of everyday burdens ranging from basic financial housekeeping to high-level financial issues.
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Jerry Wolfson
Nov 24, 2019
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