Investment Management
Professionally managed investment portfolios consisting of stocks, bonds, mutual funds, exchange traded funds (ETF’s), REIT’s, CD’s or cash. Our client base includes individuals, businesses, retirement plans, IRA’s, not-for-profits and trust clients. This service is offered on a discretionary or client approved basis. As objective investment advisors, we have access to all investment products in the marketplace (open architecture) and working with our independent national research professionals and advisors, we develop tailored portfolios to meet the specific needs of each client.
Personalized portfolio objectives are developed based on a client’s:
- Risk Tolerance
- Income Tax Planning Issues
- Investment Time Horizon
- Return Expectations
|
- Retirement Planning Goals
- Estate Planning Considerations
- Income Needs
- Senior Life Care Planning
|
We then develop an asset allocation strategy based on your objectives and can utilize different investment styles and asset classes such as, individual securities, mutual funds and ETF’s. With access to thousands of mutual funds, our focus is on specific high quality best in class funds, not mutual fund families.
For more information, contact
John Power, CPA, CFP® at 708.460.4854 or jpower@emarquettebank.com.