Investment Services

In today's volatile markets, with so many products to choose from, selecting your own investments can seem overwhelming. Fortunately, it doesn't have to be—our financial professionals will work with you to develop an investment plan and choose investments that fit into your plan. Learn more about the investment planning services we offer and how they can benefit you.

Asset Growth

Investing is often a way to combat the effects of inflation—that is, rising prices on everything from housing to food, gas, and utilities. However, blindly picking stocks may be tantamount to gambling. Prudent investing instead means setting out your goals, desired risk, and timeline, then working with our financial professionals to choose assets that fit your risk profile. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.

Asset Preservation

Once you're nearing retirement, your focus may shift from growth to preservation. Although recessions and depressions tend to be relatively short-lived, with the average recession lasting only 15 months, having to live on your investments during this time could mean selling shares during a dip.¹ With our asset preservation services, we'll be able to shift you into less-volatile assets so that you're largely shielded from the effects of market dips.

Portfolio Management

Our financial professionals also work hard to answer your portfolio-specific questions. We'll partner with you to create a complete picture of your financial situation and advise you on a mix of stocks, bonds, currency, or other assets that line up with your desired asset allocation. As your situation changes, you may have additional questions, and our financial professionals are here to answer them.

Regular Assessments

Investing isn't always a "one and done" process. It's important to check in with your investments regularly to guard both against any changes in the financial markets and changes in your own needs and expectations. When you're just starting to think about retirement, our financial professionals can assess your readiness by calculating your Social Security income, any pension assets, savings, and personal investments to determine whether they'll be enough to cover your estimated living expenses in retirement. Whether you're ready to retire now or prefer to wait a few years, we will work to configure your portfolio in a way that works for you.

¹ https://www.acorns.com/money-basics/the-economy/how-long-do-downturns-last/