Investment management is a core component of your financial health. Realizing your short and long-term goals demands strategies is only the first step, though. At Ross & Mary Hunt, Inc., we focus on quality investments according to your risk tolerance and goals.
We know you're not a Wall Street trader, so we won't talk to you like one. We keep things simple so you understand what we're doing, and the value it brings to your portfolio. Here is our investment management process:
Investment management is more than buying and selling stocks, and we may include any of the following in our approach:
It's no secret that financial planning is critical to achieving one's financial goals. But when do you need to start planning? How do you plan for multiple goals at once?
Well, we help answer the question when do you need a plan and hopefully give you a more wholistic view of financial planning and the value it has in peoples' lives.