Investor Access

 

 

 A fundamental commitment to listening to client goals, a steadfast belief in the creation of a long-term investment strategy, with an unparalleled commitment to client service along the way . . .

I employ a conservative investment strategy based on your individual long-term investment objectives and tolerance for risk. My approach is not about chasing the highest returns, or the latest investment fads -- it's about protecting the wealth and security you've worked hard to build, acting as a trusted partner in your success, and taking an item off your list of responsibilities, so you can focus on living a “Life Well Planned”.        

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Offering a full range of services including consultation, asset allocation, retirement planning, education funding, estate planning, and corporate executive stock services; we work with each client individually to:

• Assess the client's individual situation, investment objectives and tolerance for risk.
  
• Develop an investment strategy to meet the client's individual objectives, with measurable performance goals set for specified time periods.
  
• Implement the strategy by structuring a portfolio appropriate to attain the stated results with minimum risk to the client's assets.
  
• Monitor results, reevaluate objectives annually and adjust the strategy as the client's individual situation, or the market environment, changes.
  
• Remain available for consultation with the client on all financial matters that may affect the client's well-being.  

Joe Gallivan Senior Vice President - Investments Contact Us