Once we fully understand our clients’ goals, objectives and needs, we work with them to provide custom-tailored portfolio management strategies with choices and flexibility for the types of investments, varying from traditional stock, bonds and mutual fund accounts to fully managed, pre-determined, strategic asset allocation strategies. All of this allows our clients, whether they are starting a new portfolio or transferring an existing portfolio, the ability to select which types of investments and fee-payment systems best fit their risk tolerance and investment objectives.
We are dedicated to developing and implementing strategies to help individuals, trusts, charitable organizations and businesses meet their long-term goals. We are client-driven and client-conscious—focusing on the client’s best interest throughout the decision-making process. We seek to establish long-term relationships with our clients to guide them over time, not merely through a single transaction.
Our extensive experience through major market shifts enables us to help our clients develop appropriately allocated portfolios to address their specific financial goals. Our mission is to provide every client with targeted, integrated financial advice and portfolio management strategies with the highest level of personal service and professional integrity. Investment advice and activity may be paid by either commission per trade or an advisory relationship arrangement.
We are The Appalachian Trail Investment Group with a combined 35 years in the financial services industry.