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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