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Investment Management

Our Approach to Asset Management

Our Approach to Asset Management

As independent advisors, we have access to a full array of non-proprietary financial products and services. Our customized analysis and research lead us to choose the companies and products that we believe to be in your best interest. Solutions that we find may include:

  • Account management
    • Traditional IRA or Roth IRA?
    • Advisory account or brokerage account?
    • Joint account or individual account?
  • Mutual Funds, Exchange-Traded Funds, and Index Funds
    • Passive or active management?
    • Broad market diversification or concentrated strategy?
    • Value or growth?
  • Other investment options:
    • Individual stock & individual bonds
    • Alternatives – REIT’s & structured notes
    • Annuities – Variable, Fixed, & Indexed