Investment Management
Investment Management
Independent and objective investment management tailored to help you achieve your financial goals. Investment strategies that align with your goals, offer growth potential, income generation or capital preservation depending on your risk tolerance.
Direct investment strategies focus on partnering with well-established companies that emphasize the importance of delivering consistent value through low-cost solutions while emphasizing the importance of professional financial advice with a long-term investment perspective. Careful selection from a wide range of investment vehicles including mutual funds, ETFs, stocks & bonds, annuities and life insurance is used to create an effective portfolio to meet your unique financial situation.
Custom portfolio management approach combines personalized strategies with ongoing advisory support, leveraging modern tools and research to build portfolios aligned with your long-term goals. With your investment goals and risk tolerance in mind, your financial professional can recommend an investment portfolio solution utilizing proven strategies from industry leading money managers or build a custom portfolio as unique as your goals.
Solutions & Services We Provide
- Money with Murphy videos
- Markets in a Minute articles
- Quarterly Review
- Annual Outlook
Independent Model Portfolio Solutions
- Objective, empirically-driven
- Multi-manager & Multi-asset class
- Taxable/non-taxable account solutions
- Solutions for range of account sizes
Dedicated Service & Support
- Investment selection assistance
- Portfolio construction guidance
- Transition impact analysis
- Implementation/ongoing support
We use up to date tools and technology including secure online portals and digital access so you can view your accounts, track progress and stay connected to your plan.
eMoney’s Industry leading client portal allows clients to view all of their finances in one place, aggregate their accounts, and securely store their documents.
Wealthscape Investor Is Fidelity’s National Financial Services online brokerage portal and mobile app giving clients 24/7 access to their accounts: view portfolio balances and positions, download statements and documents and deposit checks.
If you are not tech savvy and prefer to see your accounts on paper we print portfolio
reports using Albridge Wealth Reporting that we provide at every client review.
