Investment Center Advantage

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