MGN: Money Guy Now
Investment Management

Investment Management

Personalized Strategy

Evidence-based investment portfolio tailored specifically to your objectives, whether it’s growth, income, or capital preservation.

Retire with Confidence

Stop worrying about market swings and their impact on your retirement goals with long-term portfolios that stay the course.

A Clearer Future

Holding a collection of investments with a cohesive plan that connects them directly to your specific life goals.

Virtual Investment Management Meeting

Investment management plays an essential role in making plans and dreams come true. Focus on creating a low-cost, tax-efficient investment portfolio that balances risk and return. A sound approach to investing removes emotion from the equation and focuses on research-driven results. Careful portfolio analysis is necessary to ensure you have the correct asset allocation according to your objectives and risk tolerance.

  • What kind of investments can you have in a corporation?
  • How much should you contribute to different accounts?
  • Has your investment performance beaten the markets?
  • What types of accounts should you open for my kids?
  • What types of investment accounts should you have?
  • Do you need more investment diversification?
  • Is your asset allocation appropriate?
  • What is your risk tolerance?
  • What should you invest in?