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Investment
Management Services
The Wealth Management
Group brings an institutional asset management discipline to the
individual investor. We believe that superior investment returns
can be reached through proper asset allocation and ongoing management
of growth and value-oriented portfolios.Our portfolio managers specilize
in working with individuals and are therefore sensitive to each
client's needs.
Your local portfolio
manager will ensure that the asset classes within your account are
accurately represented, and that each account is actively managed
for consistent performance and continuously evaluated against benchmark
indices. Our clients receive local representation and a custom approach
to managing assets. These services are provided at competitive asset-based
fees that are designed to be relationship-oriented.
For more information,
please contact:
Roy Grimes (213) 593-2061 / (415) 875-1467 or Tom Stout (619) 446-2241.
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