Our philosophy is rooted in a traditional investment theory that begins with gaining a personal understanding of each client. Starting at our very first meeting, we listen closely to your needs, your fears, and your goals. This step is fundamental to helping you make the best financial decisions. It is perhaps the most important step of the wealth-planning process.
Once we have a clear understanding of your objectives and current financial situation, we then prepare your customized investment policy statement. This document contains the strategy developed specifically for you, as well as targeted recommendations of investments to purchase or sell. Our investment strategy is based upon state-of-the-art investment theory, decades of experience in counseling individual investors, and no market timing. Our plans include a long-term strategy. We encourage diversification utilizing an assortment of mutual funds, ETFs (Electronically Traded Funds), alternative, and fixed-income investments that coordinate with your income tax strategy.
Once your initial strategy is put into action, we continuously monitor your investment portfolio, comparing performance to the benchmarks established in your investment policy statement. To adapt to changing market conditions and investment results, we will recommend periodic adjustments to your portfolio, making changes only when we know you understand the reasons and agree with the corrected approach.
As your personal wealth manager, we will always keep you informed of changing market conditions and provide regular communications on the progress of your plan.
With politics, tax-law changes, Russian hackers, competition from China and
609 Treybourne Drive, Suite B
Greenwood, Indiana 46142
Phone: 317-881-6670 (press 2)