What Does Your FINANCIAL ADVISOR Do for You?
We apply a disciplined investment approach based on rigorous academic research to help our clients meet their investment objectives. Prior to making portfolio recommendations, we work closely with each new client to make sure we understand their financial goals, needs and risk tolerance. From there, we design and implement a customized investment portfolio based on each client’s unique situation.
We keep in close contact with our clients over time to ensure that our investment strategy is continuing to meet goals and needs that inevitably evolve over time. Our investment management services are provided exclusively on a fee basis.
Don’t settle for generic investment advice. Our integrated wealth planning solutions are designed to strategically coordinate all aspects of your financial life including taxes, estate planning, insurance, mortgages and more – now and into the future.
*insurance products may include commission revenue to Money Managers Inc.