Professionally Managed Money
See what our company can do for you with a professionally managed portfolio!
Are you concerned with market risk?
Would you like to choose less volatile options for your investments?
Are you looking for an income-based portfolio?
Are you looking for a portfolio that is based on growth?
These possibilities and more are available through our firm.
Why Managed Money?
If your money is in mutual funds, and the market declines, by law they must stay 90% invested in the market.
However, if the market declines, money managers can move to 100% cash to protect your principal!
In addition, currently, there are no transaction fees or IRA fees within your managed account with us.
What is a managed account?
A managed account is an investment advisory account which is managed by a professional money manager.
Our clients trust in us as we are a Registered Investment Advisory (RIA) for all of your Managed Money needs.
Diverse Portfolio Options
When choosing a portfolio, we offer a variety of alternatives available to suit your individual needs.
You can choose from:
Mutual Funds
ETFs (Exchange Traded Funds)
Individual Stocks
Each set of portfolios has five different levels:
Aggressive
Moderately Aggressive
Balanced
Moderately Conservative
Conservative
Whether it be more aggressive or extremely conservative, we will help you choose the portfolio for your needs.