We work closely with clients to understand their long-term objectives, then form concrete strategies to achieve them with an equal eye towards risk and liquidity management and returns. Investment Advisory services are specifically tailored to the needs of individual clients’ needs and wants.
Investment management services consist of asset allocation across fixed income, equities, cash, real estate, annuities, and alternatives. Investments usually take the form of diversified products, such as index funds, exchange-traded funds, and actively-managed funds, but can also be within individual securities.
We also offer asset management clients free consultation in related financial products offered by third parties, such as life insurance, trusts and wills, tax preparation, and other financial matters.
Please email wduberstein@stoneoakcapitalllc.com to ask for a free consultation.