Broker Check

SUPERCPAâ„  Investment Management

With the large amounts of information available in today's investment atmosphere it is easy to become overwhelmed. You come across the media and so-called "experts" telling you what to do with your investments even though they do not know specifics about your financial situation. Moving forward may not be appropriate for your investment goals, without seeking professional advice.

How we can help you:

Together, we can create an investment strategy that is designed particularly for your unique goals and offer advice and support, which you may not always find in an often sales-focused financial industry. We will consider your investment goals, comfort level, expectations, and the effect of taxes on your portfolio, to create the appropriate investment plan that suits you best.

Designing the Plan

  • Determine & quantify financial objectives
  • Establish risk tolerance & return goals
  • Design an asset allocation strategy
  • Review an investment policy statement

Implementing & Maintaining the Plan

  • Select money managers, mutual funds and/or appropriate investments
  • Identify & coordinate custodial and/or brokerage relationships
  • Measure & review performance
  • Rebalance* the portfolio as required

*Rebalancing a portfolio may cause investors to incur tax liabilities and/or transactions costs and does not assure a profit or protect against a loss.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  610-964-1344