Your investment portfolio is your security for your financial future. You don’t want to take unnecessary risks, but you want to receive a reasonable return on your investments.
You’re not looking to “Make” lots of money in the markets, but rather to “Preserve” and “Grow” the money you already have in a well thought out manner.
You understand the importance of having a disciplined investment strategy and a long-term focus.
Your financial future is too important to risk an ad-hoc or Do It Yourself strategy.
You want to be involved in the investment process, but prefer to leave the details to us.
We never take possession of your money. We utilize a third-party custodian, such as a brokerage firm, holding your funds as all times. We are GIPS compliant, and regularly have our performance verified by an outside firm.
Discuss your current investment status with Helyn Bolanis
by calling (800) 537-1103