Financial Planning and Investment Management Services
Reflecting our sometimes complex financial lives, the investment advisory business has evolved from a traditional money management service to a broad array of offerings. These may include financial planning, estate planning, tax considerations related to investments, family budgeting, investment management and more. Oftentimes, this is rolled under the umbrella of 'Wealth Management.' OFA focuses our individual offerings on investment management (both personal and institutional) and financial planning.
Investment Management
OFA will actively manage your investment portfolio, placing trades and rebalancing as needed. After determining your risk tolerance, an individualized Investment Policy Statement will be developed and your portfolio will be actively managed to achieve and maintain the target asset allocation. A complimentary financial plan and virtually unlimited ongoing investment and financial advice are also included in our services.
Contact us today to schedule a complimentary meeting where we can discuss your situation and goals.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful.