8817 East Bell Road
Think of the junk drawer in your kitchen or laundry room. We all have one…… The drawer that contains a screwdriver, a pen, a hair tie, batteries, Velcro strips and a couple of coupons (to just name a few).
Separately, each of these items serves a useful purpose, but together they have no rhyme or reason in the drawer.
Often times, many people have an investment portfolio that resembles this junk drawer. The portfolio contains useful and good investments, but there is no rhyme or reason to the investments in supporting their financial needs and goals.
Our investment management services help you eliminate the junk drawer investment portfolio by reorganizing and diversifying your portfolio into investment buckets that support your investment and financial needs.
Our partnership with Commonwealth Financial Network and NFS allows us access to a robust quiver of investments without proprietary consideration so that we can build a diversified portfolio tailored to you and with your best interest in mind.
The Junk Drawer Approach to Investing
What Smart Investors Know