Investment Center Advantage
How do we add value?
Our team builds relationships with people to improve their lifestyle and financial well-being.
In order to accomplish this, for over 25 years our team has developed and refined a process we call the "Investment Center Advantage."
Our Investment Center Advantage is based on four pillars.
- Relationships – We build lasting relationship with our clients focusing on what matters to them: Families, Passions, and Goals
- Frequent phone calls and mailings
- Client appreciation events
- Placing our client’s needs before our own
- Personalized Financial Planning – We build and modify a financial plan with our clients in order to achieve the healthiest financial future possible
- Free customized financial plans
- Regular client reviews
- Dynamic planning
- Client Service – We have built a team to provide the best possible service to our clients
- Timely recommendations and execution
- 24 hour call back policy
- Client education through regular investment seminars, our website, Twitter and Facebook
- Professional & courteous staff
- Team Approach – Each member of our team brings a different skillset and allows us to enhance guidance to our clients
- Professional financial advisors and friendly support staff assisting clients to provide a superior client experience
- Wealth of knowledge and experience
- Each advisor has at least a Bachelor’s degree in Business, Finance, or Economics
- Over 70 years of combined financial services experience.
- Horizontal and Vertical Asset Management Strategy
- Inputs economic events, tax law changes, government policy and other external factors
- Reviews individual client needs, asset allocation and life changes