That may sound a bit lofty but think about it. You spend your life making a living, meeting your family, business and financial responsibilities. Your hard work has helped you amass a significant level of assets that you want to work for you. But frankly, who has the time, the background, and network of ready and proven resources to manage your wealth and make it grow?
Chances are, you don't have the level of passion for the intricacies of financial planning and portfolio management to spend 40-plus hours a week on these disciplines. It's not only what we've been trained in, it's how we spend our time, where we direct our focus and how we've built our professional reputation.
Chances are, you don't have the level of passion for the intricacies of financial planning and portfolio management to spend 40-plus hours a week on these disciplines. It's not only what we've been trained in, it's how we spend our time, where we direct our focus and how we've built our professional reputation.
Services
Although we are supported on the operations and research side by the firms and individuals referenced on this website, we make the final investment decisions and trades. We follow the high performers, identifying and tracking holdings of select managers. We select firms where the research is well-funded and unbiased.
Because of a combined half-century of investment and planning experience, we are well qualified to help guide you through the process of identifying your financial goals and helping you select the ideal investment mix to reach them. We also help clients identify and address challenges and opportunities in the areas of estate planning, taxation, and insurance.
We invest our time without condition for the chance to do business, generate goodwill and help investors if we can. We do not charge for an initial consultation. If we are not the appropriate professional for what you are trying to accomplish, we hope to direct you to someone who is. What do you think are the most important things to look for in a portfolio manager/financial advisor?.
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