2106 U.S. 23 South l Alpena, MI 49707
(989) 356-4531 ph l (989) 356-0494 fx
Life is complicated. But, no matter how complex life seems, we are here to guide you in the right direction. While affiliated with 1st Global Capital Corp. and 1st Global Advisors, Inc. we are independent and free to base our portfolio decisions entirely on their investment merits and in keeping with the best interest of each client. We have structured our goals so they are aligned with those of the investor to help grow their portfolio.
We strongly believe key investment decisions revolve around clearly defined goals, implementing those investment goals and maintaining a disciplined approach. Depending upon our client’s investment objectives and financial circumstances, we try to allocate the portfolio across various asset classes including U.S. and global equities, taxable and fixed income securities and cash. We assist clients in establishing, implementing and managing customized investment plans.
The future is never clear; you pay a very high price in the markets for a cheery consensus. We have learned that successful long-term investors stay the course in periods of poor market performance, helping to set the stage for attractive future returns.
Progress is cyclical. Our goal is to produce solid investment results over full market cycles. Different types of investments involve varying degrees of risk. We encourage clients to assume reasonable risks inherent in the investment marketplace by focusing on long-term real returns, not speculation. We are not market timers, we do not chase past performance, nor sell based upon rapid price momentum in the markets. We look for intelligent growth through a blended investment strategy.
Give us a call. Come grow with us.
Securities offered through 1st Global Capital Corp., member FINRA/SIPC. www.finra.org
Investment Advisory services offered through 1st Global Advisors, Inc.
We are licensed to offer securities in the states of Michigan and Florida.
This is not an offer to sell securities in any other state or