Investment Management
Professional investment management services in Mt. Pleasant, SC
Why Investment Management?
It can be a balancing act at times to look at pursuing a return you are happy with while still feeling comfortable with the risk you are taking. These cross-roads are sometimes based upon our emotions and logic. Having a team of professionals who evaluate and manage risk is not assured of success, but may provide an advantage in financial management.
We offer using actively managed portfolios in accounts where appropriate. There are also choices in other types of investment portfolios if active management does not fit into your objectives. We do manage investment portfolios and can monitor positions for price changes and news information.
Financial Planning and Application
The practice standards for the financial planning process
1. Financial Planning Definition. Financial Planning is a collaborative process designed to help maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances.
2. Examples of Relevant Elements of the Client’s Personal and Financial Circumstances. Relevant elements of personal and financial circumstances vary from Client to Client, and may include the Client’s need for or desire to: develop goals, manage assets and liabilities, manage cash flow, identify and manage risks, identify and manage the financial effect of health considerations, provide for educational needs, work towards financial security, preserve or increase wealth, identify tax considerations, prepare for retirement, pursue philanthropic interests, and address estate and legacy matters.
3. Application of Practice Standards. The Practice Standards set forth the Financial Planning Process.