We are financial planning and investment management professionals commited to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We listen to your needs and provide your with quality information, service and investment advice to help you reach your financial goals.
We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. We hope that these resources empower you to become a more informed investor-one able to pursue financial goals knowledgeably while having the trust to see the value of working with skilled professionals.
We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. We hope that these resources empower you to become a more informed investor-one able to pursue financial goals knowledgeably while having the trust to see the value of working with skilled professionals.
Services
At Income & Asset Advisory, our investment planning means designing and maintaining a portfolio to meet the investor's needs, goals and objectives while controlling risk, liquidity and tax concerns of the investor. Our primary goal is to reduce risk and preserve capital; our secondary goal is capital appreciation within each investors risk tolerance.
Consistent with the considerations described above we focus on the control of risk in managed portfolios. The primary tool to control risk has been our proprietary process called the Trend Tool an investment management process that lowers risk by moving from equity or risk based assets to low risk assets such as Money Market or fixed Income funds when conditions in the Risk Based sectors are the least attractive.
We use a direct and transparent approach that communicates expertise and confidence to sponsors and participants. We have a proven record of increasing efficiencies and boosting participation rates for plan success. We work directly with you and your employees to provide outstanding service and an overall education strategy.
This years parade dedicated the Route 120 Bridge to Staff Sargent Kyu H. Chay, U.S. Army Special Forces, who was killed in Afghanistan in late 2006. Jim has run this parade for the past sixteen years as one of the civic activities he is involved in. I am pleased to report that over 500 riders took part in the World Team Sports ride, including 60-70 seriously injured/amputees who made the ride on hand-propelled or other unconventional bicycles.
Our Newsletter, "The Advisory" provides investment articles and economic commentary on relevant topics in the current market. Here are the most recent editions with listings of articles inside. The Advisory is for informational and education purposes only and should not be considered investment advice.
Reviews
Be the first to review McCauley J P.
Write a Review
