Investment Management Services
A central component of financial planning involves advising on or actually managing a client’s financial assets. Therefore, a financial planner needs to be knowledgeable with regard to asset or investment choices, the expected rates of return and risk exposures associated with each asset choice, and the suitability of each asset category for a client. Each investment opportunity has advantages and disadvantages. Each investor has a unique set of needs, goals, attitudes, and resources that influence the relative attractiveness and suitability of particular investments for that investor. As an independent firm working for you, we are not obligated to sell or recommend proprietary products or specific investments. In fact, the Investment Advisor Representatives at Fort Wealth Management are held to a fiduciary standard. We recommend financial products, investments, and management solutions that are in your best interest.
To schedule a time to discuss your financial future and how investments fit into your financial plan, call us today to set up an appointment.<< Back