We take a comprehensive approach to your investment planning. Before we make any recommendations, we take a diagnosis of your current portfolio and develop an understanding of your values, life goals, and financial goals. After reviewing your estate plans, tax liabilities, and insurance plans, we tailor a comprehensive program securing your financial health. All our decisions are governed by integrity and ongoing communication. We encourage your involvement with scheduled reviews and regular impromptu contacts, while advising you along the way.
Along with Strategic Partner Portfolios at AMR we have a number of in-house constructed and maintained portfolios to meet a variety of goals and preferences.
Third party management services are offered in conjunction with strategic partners, including:
- Morningstar Investment Services
- Genworth Financial Asset Management
- Brinker Capital
- TD Ameritrade Institutional Managed Asset Program
The following types of accounts are available:
- Personal Services: Mutual Funds, Exchange Traded Funds (ETF’s), Stocks, Bonds.
- Personal Retirement & Education Savings Accounts : Roth, Traditional IRA’s, Rollover IRA’s, College Savings.
- Business Services: Company Retirement Plans.