In today’s speculative marketplace, there still remains a process by which a personalized investment plan is established for consistent long-term success.”
Brad Willems, CFP
By completing an Investment Policy Statement (IPS) with our clients, we are able to establish a road map to guide our investment decisions. The appropriate asset mix is determined by taking into account the investment time horizon, risk tolerance, income needs, and tax concerns. Ultimately, your investment plan should fit with your needs and lead you to your goals.
Here are some of the Investment management companies that we both utilize and trust with our client’s assets.