Investment Services

An Investment Policy Statement (IPS) is an important written document that clearly defines your objectives and constraints over a relevant, explicitly stated time horizon. As your financial porfessional, creating and maintaining this document is one of our key responsibilities.

The IPS establishes a long-term plan which will guide your investment decisions. The Policy Statement helps to balance your desire for returns with your level of risk tolerance. As a result, it will help you plan more effectively to achieve your long-term investment goals.*

By using a well-constructed IPS, you will follow a carefully considered and disciplined approach to investing. Many people – and their financial advisors – are tempted to make ad hoc decisions about how to invest their money – decisions that are often based on panic or overconfidence. The IPS will make sure that you consider the long-term nature of the investment process. It will clearly and concisely identify the constraints and opportunities of your current financial situation, while also considering your goals and objectives. The IPS will ensure that you do not chase short-term opportunities that will, ultimately, prevent you from reaching your long-term goals. Using the IPS, we can work together to make investment choices that we both feel are appropriate to your situation, given the choices available and the realities of the marketplace.

Our Philosophy

You should expect us to strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk, your tax situation, liquidity needs, and values essential to your family's overall well being.

Your situation, goals and expectations are critical for developing an appropriate investment policy and portfolio.

We believe in providing a premium level of service, and helping you coordinate your financial plan to allow you to enjoy life more.

Our values, methodologies, and fee structure align our success with our client's success.

We prefer to help you manage your assets.

Our fee based services include overall financial services, asset management strategies, and oXYGen Breathe Easier services.

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One or more individuals are securities licensed through Investacorp, Inc., a registered broker/dealer, member FINRA and SIPC. Securities business cannot be transacted in other states until after the appropriate license is obtained. FINRA's homepage is www.finra.org and Securities Investor Protection Corporation's homepage is www.sipc.org. Advisory services offered through Investacorp Advisory Services, Inc. Linked sites are strictly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.