Investment Management

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A direct path to a prosperous financial future is through skilled and experienced investment management. Keeping your money in a savings account doesn’t even help you keep up with inflation. Whether you’re saving for retirement, to start a business, to travel the world, or to build a legacy, it’s important to work with a registered investment advisor to manage your assets.

Based on your personal circumstances and investment objectives, our investment advisors work with you to create an investment management plan that matches your current financial position and balances opportunity and risk to help you reach your goals. We identify the most appropriate investment vehicles based on your stage in life and leverage the most efficient strategies to both preserve your investments over the long term and minimize and diversify your taxes.

Your Options for Investment Management

Which investment vehicles are best for you depends on your financial situation and investment objectives. Together, we’ll weigh the pros and cons of each and make the appropriate recommendations.

401(k)/403(b)

We can help you manage your employer-sponsored retirement plan to help minimize risk and maximize returns by keeping your portfolio diversified and in line with your objectives and risk tolerance level.

Bonds

With average returns and low risk, bonds may be a good way to help protect your wealth as you near retirement while still keeping up with inflation.

Brokerage Accounts

Your private investment accounts may contain a variety of assets, including stocks, bonds, mutual funds, and options. We can manage those funds for you to set you on the path to help achieve your financial goals.

Educational Funding Programs

If you want to save for college for your child, we can help you create an educational investment account. You’ll contribute after-tax money, but then the funds grow tax-free and aren’t taxed on withdrawal as long as they’re used for educational purposes.

IRA/Roth IRAs

Individual retirement accounts, or IRAs, are a great option for saving for retirement while reducing your tax burden. You can use them in addition to your employer-sponsored plan. Roth IRAs allow you to contribute after-tax money and receive tax-free contributions in retirement.

Profit Sharing/Deferred Compensation Plans

We can manage your profit-sharing or deferred compensation plan at work to ensure you’re not too heavily invested in one industry or company. We’ll also help protect you from paying excessive capital gains taxes when your stocks appreciate.

Retirement Accounts

We can help you manage your retirement accounts, including 401(k)s, 403(b)s, IRAs, and pensions. We will help you navigate the different plans to help you reach your retirement goals.

SEP IRA/Simple IRA

A simple IRA is easy to set up, but it can help you make progress toward your retirement goals. You can save money on taxes now and contribute to your retirement savings at the same time.

Traditional & Alternative Mutual Funds

Mutual funds are a another option for investing in the stock market. Traditional mutual funds specialize in purchasing small shares of different industries and attempt to generate similar returns than the overall stock market.

Frequently Asked Questions

An investment advisor can help you make better decisions about your finances. You can use their knowledge and experience to build real wealth and prepare for retirement. Working with an investment advisor can help you minimize risks, reduce your tax burden, and maximize your investment returns.

Our investment advisors can help you minimize risks by managing your portfolio for you. We help your portfolio become diversified, your assets perform as expected, and your assets match your risk tolerance.

It depends on your financial situation, your goals, and your risk tolerance. If you can contribute to an employer-sponsored plan where your contributions are matched, we recommend taking advantage of that. We may also recommend an IRA and a Roth IRA to help you manage your tax burden now and during the retirement years. For advice specific to your situation, please contact us and schedule an appointment.

Let Us Manage Your Investments

Our registered investment advisors are here to help you manage your investments, minimizing risks and maximizing your returns. We want to help you prepare for your financial future. Call us today to get started with investment management.

Diversification does not guarantee profit or protect against loss.

Bond prices are inversely correlated with interest rates: when rates go up, bond prices fall and vice-versa. Bonds have some advantages over stocks, including relatively low volatility, high liquidity, legal protection, and various term structures. However, bonds are subject to interest rate risk, prepayment risk, credit risk, reinvestment risk, and liquidity risk.

A Roth IRA distribution is qualified if you've had the account for at least five years and/or the distribution is made after you've reached age 59½, are permanently disabled, in the event of your death or for first-time homebuyer expenses. Distributions made prior to age 59 1/2 may be subject to a federal income tax penalty.

Mutual Funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

Alternative mutual funds seek to accomplish the fund's objectives through non-traditional investments and trading strategies. Alt funds might invest in assets such as global real estate, commodities, leveraged loans, start-up companies and unlisted securities that offer exposure beyond traditional stocks, bonds and cash. The strategies alternative mutual funds employ tend to fall on the complex end of the spectrum.

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