We strive to provide valuable wealth management advice to help give our clients long term financial security. We believe that an intellectual approach to investing provides a realistic basis to create, preserve, and transfer wealth. With a strong commitment to active account management and client service, we enjoy working closely with our clients.
Our investment strategy begins with determining client needs through the wealth management planning process. By utilizing a core group of investment managers, we create portfolios that meet client’s specific investment needs. Active management of the portfolios consists of investment selection, monitoring, and potential allocation and position changes. It’s the high level of due diligence to which we credit our long term performance.
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
October 30, 2017
Social Security: At a glance
June 1, 2018
Learn more about the Steele Point Investment Group