Investments

Investment Style & Philosophy

We begin with a broad global trends analysis, backed by the belief that studying global trends is imperative when allocating assets.  This broad macroeconomic view will include technological and political trends, with the objective being to establish how these trends affect financial markets.

After answering the broad questions we will then begin to take a look at industry analysis.  Our macroeconomic or “big picture” analysis will help us discover the sectors that we feel have the most potential for growing earnings and making you money.

Once the sector has been studied, we will then carefully look at individual companies that show the most potential for growing our client’s money, while reducing the risk.


Areas We Can Help You In

IRA Roll-Over/Retirement Planning

You might be retired or approaching retirement and need to park your IRA, 401K in an investment engine that has the potential for solid growth and less risk.  As you age your investment time horizon shortens and most people want less risk for their retirement dollars.  After careful consideration of your situation, we will give you your original financial plan that will be packed full of ideas that give your portfolio the potential for growth while focusing on reducing your exposure to risk.

Mutual Funds

We can represent most mutual fund companies in the market and after careful consideration of your financial situation, goals, and risks tolerances will shop the entire market to find the funds to fit your unique needs. 

Request your Information Now By:

The smart, easy way to research Mutual Funds.

To receive your free Mutual Fund, IRA/401K rollover information and comparison please complete this simple, secure form below, and then sit back and relax.  We will shop the entire market of companies to find you the absolute best value!  No more moving from company to company in search of the best product that fits your needs because we work with all the major mutual fund companies and have no preference to any one of them.  We’ll simply find you the best.

Your customized analysis includes:

  • A review of each fund’s ratings, past returns, and risk to reward analysis (Beta).

  • A thorough, side-by-side comparison of each funds pros and cons as well and full disclosure of commissions and expenses.

  • Information and prospectus for American Funds, Fidelity Investments, Franklin Templeton, etc.

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