Investment Management

Our Customized Approach

Money Professionals, LLC acts as a fiduciary, which means that we must always do what is in your best interest. Our compensation for investment management is on a fee-only basis.

We believe that an individual’s investment approach must be appropriate with respect to the current financial situation and to long term needs and goals.

Further, we believe that the purpose of investing is the achievement of personally unique income and accumulation goals; not merely the maximization of returns. Acceptance of inordinate risk is inappropriate and unnecessary.

Investment Process

We begin a relationship by assessing your financial situation, goals & desires, and the appropriate level of investment risk, which generally involves one or more interviews with you.

Analysis

Our financial forecasting tools and assessments assist us in identifying the minimum average annual return required to meet your goals as well as your specific tolerance for various types of risk, allowing us to determine an appropriate asset allocation for your portfolio.

Personalized Investment

We then attempt to select investments that are likely, over time, to meet or exceed that portfolio’s goal and yet remain within the identified risk tolerance. Our selections reflect your individual concerns and our assessment of the current state of the economy and the markets.

We put your best interests first

By Federal law, we act in a fiduciary capacity, which means that we must place your best interest over the interest of our firm in all circumstances. We are legally obligated to maintain an allegiance of confidentiality, trust, loyalty, disclosure, obedience, and accounting to our clients.

Specialized Management Services

We can provide specialized management services for your Taxable Portfolios, Trust Accounts, ROTH and Traditional IRAs, Inherited IRAs, Annuities, and Self-directed and Employer-sponsored retirement Plans.

Investment Management Compensation

Our portfolio management fees are determined on a case-by-case basis, depending on the size, goals, and complexities of the portfolio. Our management compensation is limited to fee-only.

Your Net Return

Taxes can also impact the overall success of your portfolio, so we seek ways to work legally and conservatively within the tax laws to maximize your return.

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