Investment planning focuses on education about investment concepts such as asset allocation and selection of investment managers and specific investment vehicles. Having evaluated the client’s financial goals and taken care to understand their risk tolerance, we assist you with selecting an investment objective and defining a strategy for managing your investments. We utilize our industry expertise about the investment marketplace to bring you the most appropriate options for your particular needs.
Through a series of initial planning meetings, we learn about your financial challenges and objectives, explain our investment philosophy, then custom design a strategy for you, making recommendations based on a thorough understanding of your financial condition and goals.
We will monitor your investment strategy and communicate with you on a regular basis to ensure this strategy still meets your goals and objectives. One of our most valuable services we provide our clients is a well diversified asset allocation. This asset allocation will be monitored and revised as the market changes. Our strategies can include equities, bonds, and alternative investments based on your objectives and risk appetite.
Do you need tax management in your investment account? The after-tax return of you portfolio can be much different than your return before taxes. We can help you maximize the after-tax return of your taxable investment portfolio.
Securities and brokerage services offered through Beard Financial Services, Inc. Member FINRA & SIPC.
Investment advisory services and products are offered through Beard Investment Services, Inc. Beard Investment Services, Inc. is a registered investment advisor with the Securities and Exchange Commission of the United States. A more detailed description of the company, its management and practices are contained in its “Firm Brochure”, (Form ADV, Part 2A). A copy of this Brochure may be received by contacting the company at: 108 W. Western Reserve Road, Youngstown, OH 44514 (330) 758-0575. www.sec.gov
Beard Financial Services, Inc. and Beard Investment Services, Inc. are affiliated companies of Beard Pension Services, Inc.