Services
Our goal is to help you preserve and grow your wealth. Our services are specifically structured to help reduce the level of emotional decision-making that can derail the best of plans. Your advisor will work with you to create a detailed investment plan and then will work on your behalf, making sure your plan gets implemented and keeping your portfolio appropriately structured over time.
Investment Management
Making complex investment decisions can be overwhelming. There are thousands of investment products to choose from. Different choices and mixes will give you different results. We give you the time and freedom to focus on the more enjoyable aspects of life by:
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Analyzing Client’s financial condition
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Recommending options to achieve Client’s financial objectives
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Implementing investment strategies
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Selecting investments
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Monitoring performance of your investments
Financial Planning
Throughout the financial planning process, we will analyze and evaluate your current financial status with regard to your goals. We will also assess and evaluate your risk tolerance.
Based on this analysis, we will provide you with a set of recommendations that will address the actions you need to take to achieve your goals.
We can help you implement these recommendations and review your progress and any changes on an annual basis.
Business Consulting
We also offer the following services to businesses and individuals:
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Financial Analysis --assess viability, stability and profitability of a business or a project
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Market Analysis -- analyzes the opportunities, strengths, weaknesses and threats of a special market
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Project Management -- plan, organize, motivate, and controll resources to successfully deliver a specific project