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Investment Management

Your Guide to Investment Management

Client Centered

Investment management is more than buying and selling stocks. While our investment management services include purchasing and selling assets for you, we also monitor your investments, create an investment and portfolio strategy, and help you with your overall financial planning. The right investment management strategy can help you with different financial goals, such as saving for retirement or education expenses.

Financial decisions are complex, which is why our investment managers are here to help. We can offer advice on how to prepare for your retirement, manage your portfolio on your behalf, and create a financial plan that allows you to reach your goals. With our help, you can minimize investment risks and taxes while protecting and building your wealth.

<h2><span style="font-weight: 400;" data-mce-style="font-weight: 400;">You Need an investment Strategy</span></h2>

You Need an investment Strategy

Investing isn’t as simple as buying low and selling high. There is a large variety of investments to choose from, including stocks, bonds, mutual funds, and ETFs. You also need to know which investment vehicles you will use. For example, will you primarily invest through your 401(k) or IRA, or do you want to use Roth accounts or other private investment accounts? We can help you understand the tax implications and requirements for the different options to help you make the best decision. Your investment strategy must also consider your timeline and risk tolerance.

<h2><span style="font-weight: 400;" data-mce-style="font-weight: 400;">Education Planning</span></h2>

Education Planning

The cost of higher education continues to rise, which is why it makes sense to prepare for college expenses while you can. Many education savings plans can cover educational expenses from kindergarten through college. And if your child or grandchild doesn’t attend college, you can use the funds to cover the cost of certain apprenticeship programs instead. For example, a 529 college savings plan provides certain tax advantages, as you don’t have to pay taxes on any earnings or gains. All withdrawals for educational purposes are tax free.It’s easy to earn money and even easier to spend it. Without a financial plan, most people live paycheck to paycheck. But if you want to reach your financial goals, financial planning is the most reliable way to get you there. When you have a financial plan in place, you know exactly how much you need to contribute towards your retirement savings and how soon you can retire. When you work with our team of financial advisors, we’ll make sure you’re on the right path.

<br/><h2><span style="font-weight: 400;" data-mce-style="font-weight: 400;">Saving for Retirement</span></h2><br/>

Saving for Retirement

Your investment strategy must include a plan to save for your retirement. Depending on your current income and targeted retirement income, a combination of traditional and Roth retirement plans may serve you best. Traditional retirement plans, such as your 401(k), 403(b), and IRA, allow you to reduce your current taxable income when you contribute to a qualified retirement plan. With a Roth account, you can receive tax-free income during retirement, but contribution limits are lower and you don’t save on your current tax obligations.

Our investment managers can help you create a retirement plan to meet your income goals and timeline for retirement. How much you need to save each paycheck depends on your current financial situation and the timing of your retirement. We’ll help you maximize your income and minimize your tax burden by managing your investments for you.

FAQs about Investment Management

How Can You Best Prepare for Retirement?

The sooner you plan for your retirement, the better. You need time to allow compound interest to grow your wealth for you, but you also have to prioritize making those retirement contributions. To increase your income during retirement, you may decide to wait until you’re 70 years old before you apply for Social Security benefits.

What Are the Benefits of Working with an Investment Manager?

Our investment managers understand the financial challenges you face when you plan for your future. We can help you create a financial strategy that allows you to pursue multiple goals, such as saving for your child’s education and preparing for retirement. Our financial advisors can also help you minimize taxes and risk.

How Can I Reduce My Investment Risk?

Our investment managers can help you understand and reduce investment risk. We’ll select assets that match your investment criteria, including timelines and risk tolerance. Our services also include monitoring of asset performance, keeping your portfolio balanced and diversified, and considering the effect of your investment decisions on your taxes.

Let Us Manage Your Investments for You

Our team of financial advisors is ready to help you pursue your financial goals. Our investment management services make it easy for you to prepare for retirement, save for educational expenses, and reach your objectives to live the life you want and deserve. Contact us today to schedule an appointment and let us manage your investments for you.


Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing. Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.