Our investment management service process begins with a thorough review of all your current investments. We analyze your holdings and offer a detailed breakdown of your portfolio. Before any recommendations are considered, we assess your investments with you and explain how your portfolio is designed and how it corresponds with your stated goals, objectives, and risk appetite.
Investment Concepts, Inc. Elite Advantage: To identify investment strategies and products which are uniquely suited to your investing temperament & to build with you a resilient portfolio, built on outcome-based investing, and consistently reviewed for optimal performance.
Our many services in investment management include:
- Reviewing your investments and designing a personalized portfolio appropriate to your needs
- Year-long, continual monitoring of your investments
- Quarterly, semi-annual or annual meetings to review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
- Quarterly statements
- Independent advice
- Commission-free transactions on most stocks, bonds or mutual funds traded in your account (certain transaction fees may apply)
- Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s
- Quarterly “Market Watch” Newsletter detailing our firm’s research, analysis and view of the current state of the investment markets
*SagePoint Financial, Inc. does not offer tax or legal advice.
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